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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 | $81,403-53.7% | $147,027-74.3% | $87,485-56.9% |
| Participation rate | 42.5% | 63.4%-20.9pp | 73.7%-31.2pp | 68.9%-26.4pp |
| Annual return | 9.16% | 16.51%-7.4pp | 20.23%-11.1pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,145 | $2,205-48.1% | $3,626-68.4% | $2,596-55.9% |
| Participant deferral / active EE | $2,216 | $3,315-33.2% | $4,933-55.1% | $4,274-48.1% |
| Admin fee / account holder | $2,362 | $6,755-65.0% | $12,223-80.7% | $7,775-69.6% |