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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 | $37,285 | $41,377-9.9% | $109,313-65.9% | $62,881-40.7% |
| Participation rate | 49.4% | 57.5%-8.2pp | 71.3%-21.9pp | 69.3%-19.9pp |
| Annual return | 4.79% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $957 | $1,276-25.0% | $3,892-75.4% | $2,281-58.1% |
| Participant deferral / active EE | $2,128 | $2,045+4.0% | $3,166-32.8% | $3,203-33.6% |
| Admin fee / account holder | $5,040 | $2,884+74.8% | $5,666-11.1% | $4,296+17.3% |