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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 | $41,538 | $81,457-49.0% | $103,378-59.8% | $80,911-48.7% |
| Participation rate | 37.7% | 66.8%-29.1pp | 74.5%-36.8pp | 67.6%-29.9pp |
| Annual return | 10.14% | 25.58%-15.4pp | 24.91%-14.8pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,704 | $3,107-45.2% | $3,870-56.0% | $2,756-38.2% |
| Participant deferral / active EE | $1,724 | $3,871-55.5% | $5,058-65.9% | $4,297-59.9% |
| Admin fee / account holder | $3,022 | $6,717-55.0% | $8,401-64.0% | $6,935-56.4% |