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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 | $40,747 | $115,225-64.6% | $100,712-59.5% | $138,895-70.7% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 5.87% | 40.35%-34.5pp | 33.27%-27.4pp | 145.39%-139.5pp |
| Employer contribution / active EE | $1,504 | $2,771-45.7% | $2,313-35.0% | $4,194-64.1% |
| Participant deferral / active EE | $1,504 | $4,699-68.0% | $4,085-63.2% | $6,396-76.5% |
| Admin fee / account holder | $506 | $10,844-95.3% | $9,256-94.5% | $12,562-96.0% |