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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 | $37,868 | $81,504-53.5% | $102,437-63.0% | $80,959-53.2% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.7%-29.2pp |
| Annual return | 10.23% | 25.60%-15.4pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $4,809 | $3,104+55.0% | $3,871+24.2% | $2,757+74.4% |
| Participant deferral / active EE | $8,573 | $3,871+121.5% | $5,060+69.4% | $4,300+99.4% |
| Admin fee / account holder | $3,528 | $6,719-47.5% | $8,388-57.9% | $6,925-49.1% |