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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 | $36,326 | $41,016-11.4% | $152,093-76.1% | $64,097-43.3% |
| Participation rate | 46.2% | 51.3%-5.1pp | 77.8%-31.6pp | 55.2%-9.0pp |
| Annual return | 9.98% | 39.60%-29.6pp | 66.36%-56.4pp | 34.64%-24.7pp |
| Employer contribution / active EE | $1,112 | $1,342-17.2% | $4,175-73.4% | $1,891-41.2% |
| Participant deferral / active EE | $1,396 | $1,927-27.6% | $5,451-74.4% | $3,080-54.7% |
| Admin fee / account holder | $2,857 | $2,305+23.9% | $14,497-80.3% | $3,454-17.3% |