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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 | $37,429 | $48,314-22.5% | $67,561-44.6% | $80,925-53.7% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.1pp | 67.7%-23.8pp |
| Annual return | 10.78% | 18.28%-7.5pp | 3525.44%-3514.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,383 | $2,022-31.6% | $2,735-49.4% | $2,756-49.8% |
| Participant deferral / active EE | $1,554 | $2,927-46.9% | $4,003-61.2% | $4,299-63.8% |
| Admin fee / account holder | $3,981 | $3,690+7.9% | $4,006-0.6% | $6,940-42.6% |