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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 | $80,855-53.4% | $153,416-75.4% | $86,983-56.6% |
| Participation rate | 42.5% | 64.1%-21.6pp | 74.3%-31.8pp | 69.5%-27.0pp |
| Annual return | 9.16% | 16.18%-7.0pp | 17.84%-8.7pp | 25.83%-16.7pp |
| Employer contribution / active EE | $1,145 | $2,308-50.4% | $3,764-69.6% | $2,584-55.7% |
| Participant deferral / active EE | $2,216 | $3,333-33.5% | $4,723-53.1% | $4,194-47.2% |
| Admin fee / account holder | $2,362 | $6,908-65.8% | $13,095-82.0% | $7,856-69.9% |