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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 | $36,407 | $65,395-44.3% | $182,540-80.1% | $72,975-50.1% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 11.50% | 27.68%-16.2pp | 148.58%-137.1pp | 81.01%-69.5pp |
| Employer contribution / active EE | $1,800 | $1,911-5.8% | $4,076-55.8% | $2,440-26.2% |
| Participant deferral / active EE | $3,741 | $3,563+5.0% | $5,525-32.3% | $3,608+3.7% |
| Admin fee / account holder | $4,199 | $4,245-1.1% | $8,593-51.1% | $5,124-18.1% |