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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 | $124,425-68.6% | $112,040-65.2% | $137,256-71.6% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 5.29% | 24.72%-19.4pp | 24.52%-19.2pp | 220.34%-215.1pp |
| Employer contribution / active EE | $2,936 | $3,411-13.9% | $2,954-0.6% | $4,156-29.3% |
| Participant deferral / active EE | $5,316 | $5,718-7.0% | $5,098+4.3% | $6,407-17.0% |
| Admin fee / account holder | $18,076 | $15,207+18.9% | $12,098+49.4% | $12,270+47.3% |