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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 | $37,226 | $56,894-34.6% | $84,753-56.1% | $62,881-40.8% |
| Participation rate | 57.7% | 68.5%-10.8pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | -1.28% | 6.30%-7.6pp | 22.78%-24.1pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,391 | $2,400-42.0% | $3,574-61.1% | $2,281-39.0% |
| Participant deferral / active EE | $4,698 | $2,709+73.4% | $3,712+26.6% | $3,203+46.7% |
| Admin fee / account holder | $3,779 | $3,581+5.5% | $5,333-29.1% | $4,296-12.0% |