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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 | $38,407 | $56,287-31.8% | $80,977-52.6% | $62,881-38.9% |
| Participation rate | 65.5% | 68.9%-3.4pp | 75.8%-10.3pp | 69.3%-3.8pp |
| Annual return | 5.22% | 22.13%-16.9pp | 17.11%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $918 | $1,943-52.7% | $3,715-75.3% | $2,281-59.7% |
| Participant deferral / active EE | $2,094 | $4,196-50.1% | $5,696-63.2% | $3,203-34.6% |
| Admin fee / account holder | $8,322 | $3,742+122.4% | $5,517+50.9% | $4,296+93.7% |