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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,012 | $126,661-69.2% | $113,397-65.6% | $138,895-71.9% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 5.29% | 25.05%-19.8pp | 23.20%-17.9pp | 145.39%-140.1pp |
| Employer contribution / active EE | $2,936 | $3,456-15.0% | $2,977-1.4% | $4,194-30.0% |
| Participant deferral / active EE | $5,316 | $5,693-6.6% | $5,076+4.7% | $6,396-16.9% |
| Admin fee / account holder | $18,076 | $14,549+24.2% | $11,957+51.2% | $12,562+43.9% |