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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 | $41,299 | $106,749-61.3% | $145,433-71.6% | $82,448-49.9% |
| Participation rate | 49.0% | 75.6%-26.6pp | 82.1%-33.1pp | 68.1%-19.0pp |
| Annual return | 10.72% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,394 | $3,444-59.5% | $4,554-69.4% | $2,551-45.4% |
| Participant deferral / active EE | $5,459 | $6,519-16.3% | $7,897-30.9% | $4,139+31.9% |
| Admin fee / account holder | $2,637 | $8,390-68.6% | $13,129-79.9% | $7,234-63.5% |