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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 | $38,635 | $75,541-48.9% | $152,093-74.6% | $82,637-53.2% |
| Participation rate | 51.3% | 66.5%-15.3pp | 77.8%-26.5pp | 68.1%-16.8pp |
| Annual return | 12.29% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,215 | $2,622-15.5% | $4,175-46.9% | $2,552-13.2% |
| Participant deferral / active EE | $3,621 | $3,206+13.0% | $5,451-33.6% | $4,126-12.2% |
| Admin fee / account holder | $8,284 | $6,405+29.3% | $14,497-42.9% | $7,339+12.9% |