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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 | $38,994 | $136,860-71.5% | $120,344-67.6% | $154,746-74.8% |
| Participation rate | 43.8% | 79.9%-36.1pp | 76.7%-33.0pp | 80.7%-37.0pp |
| Annual return | 4.30% | 21.38%-17.1pp | 20.30%-16.0pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,792 | $3,533-49.3% | $3,020-40.7% | $4,379-59.1% |
| Participant deferral / active EE | $3,961 | $5,793-31.6% | $5,135-22.9% | $6,730-41.1% |
| Admin fee / account holder | $10,298 | $15,393-33.1% | $12,742-19.2% | $14,365-28.3% |