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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 | $37,045 | $86,938-57.4% | $102,423-63.8% | $80,925-54.2% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 2.13% | 18.89%-16.8pp | 29.42%-27.3pp | 35.65%-33.5pp |
| Employer contribution / active EE | $1,448 | $2,369-38.9% | $3,023-52.1% | $2,756-47.5% |
| Participant deferral / active EE | $2,133 | $4,120-48.2% | $5,054-57.8% | $4,299-50.4% |
| Admin fee / account holder | $8,536 | $8,053+6.0% | $9,455-9.7% | $6,940+23.0% |