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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 | $37,713 | $79,894-52.8% | $135,792-72.2% | $82,637-54.4% |
| Participation rate | 42.5% | 63.0%-20.5pp | 72.6%-30.1pp | 68.1%-25.6pp |
| Annual return | 9.16% | 17.20%-8.0pp | 25.96%-16.8pp | 53.51%-44.3pp |
| Employer contribution / active EE | $1,145 | $2,165-47.1% | $3,496-67.2% | $2,552-55.1% |
| Participant deferral / active EE | $2,216 | $3,194-30.6% | $4,759-53.4% | $4,126-46.3% |
| Admin fee / account holder | $2,362 | $6,434-63.3% | $12,266-80.7% | $7,339-67.8% |