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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 | $87,180-56.7% | $173,703-78.3% | $94,015-59.9% |
| Participation rate | 42.5% | 65.6%-23.1pp | 75.9%-33.4pp | 70.8%-28.3pp |
| Annual return | 9.16% | 14.17%-5.0pp | 17.46%-8.3pp | 17.84%-8.7pp |
| Employer contribution / active EE | $1,145 | $2,494-54.1% | $4,288-73.3% | $2,790-59.0% |
| Participant deferral / active EE | $2,216 | $3,343-33.7% | $4,854-54.3% | $4,249-47.8% |
| Admin fee / account holder | $2,362 | $7,506-68.5% | $15,562-84.8% | $8,951-73.6% |