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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 | $38,448 | $56,438-31.9% | $76,872-50.0% | $71,511-46.2% |
| Participation rate | 46.5% | 64.3%-17.8pp | 69.6%-23.1pp | 67.9%-21.4pp |
| Annual return | 13.15% | 19.05%-5.9pp | 37.90%-24.8pp | 28.86%-15.7pp |
| Employer contribution / active EE | $1,520 | $1,864-18.4% | $2,533-40.0% | $2,589-41.3% |
| Participant deferral / active EE | $1,922 | $3,136-38.7% | $3,832-49.8% | $4,291-55.2% |
| Admin fee / account holder | $2,377 | $1,430+66.2% | $5,476-56.6% | $1,588+49.6% |