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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 | $138,312-71.8% | $122,979-68.3% | $155,188-74.9% |
| Participation rate | 42.9% | 80.2%-37.3pp | 77.2%-34.3pp | 80.8%-37.9pp |
| Annual return | 5.29% | 22.06%-16.8pp | 20.12%-14.8pp | 148.84%-143.5pp |
| Employer contribution / active EE | $2,936 | $3,530-16.8% | $3,062-4.1% | $4,248-30.9% |
| Participant deferral / active EE | $5,316 | $5,592-4.9% | $5,003+6.3% | $6,531-18.6% |
| Admin fee / account holder | $18,076 | $15,089+19.8% | $12,864+40.5% | $14,480+24.8% |