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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 | $37,537 | $95,404-60.7% | $113,397-66.9% | $82,637-54.6% |
| Participation rate | 44.8% | 72.8%-28.0pp | 76.5%-31.7pp | 68.1%-23.2pp |
| Annual return | 11.58% | 19.08%-7.5pp | 23.20%-11.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,302 | $2,307-43.6% | $2,977-56.3% | $2,552-49.0% |
| Participant deferral / active EE | $2,805 | $4,220-33.5% | $5,076-44.7% | $4,126-32.0% |
| Admin fee / account holder | $12,688 | $9,168+38.4% | $11,957+6.1% | $7,339+72.9% |