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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 | $126,661-69.2% | $113,397-65.6% | $138,895-71.9% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.5%-32.7pp | 79.9%-36.2pp |
| Annual return | 4.30% | 25.05%-20.8pp | 23.20%-18.9pp | 145.39%-141.1pp |
| Employer contribution / active EE | $1,792 | $3,456-48.1% | $2,977-39.8% | $4,194-57.3% |
| Participant deferral / active EE | $3,961 | $5,693-30.4% | $5,076-22.0% | $6,396-38.1% |
| Admin fee / account holder | $10,298 | $14,549-29.2% | $11,957-13.9% | $12,562-18.0% |