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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 | $40,744 | $73,988-44.9% | $96,538-57.8% | $75,177-45.8% |
| Participation rate | 57.4% | 66.4%-9.1pp | 74.3%-17.0pp | 67.2%-9.9pp |
| Annual return | 12.18% | 26.73%-14.5pp | 35.74%-23.6pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,839 | $2,930-37.2% | $3,740-50.8% | $2,671-31.1% |
| Participant deferral / active EE | $5,291 | $3,660+44.5% | $4,880+8.4% | $4,126+28.2% |
| Admin fee / account holder | $1,158 | $5,220-77.8% | $6,737-82.8% | $5,651-79.5% |