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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 | $37,024 | $36,948+0.2% | $73,658-49.7% | $87,485-57.7% |
| Participation rate | 38.5% | 46.8%-8.4pp | 57.0%-18.6pp | 68.9%-30.5pp |
| Annual return | 13.71% | 28.64%-14.9pp | 29.72%-16.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $937 | $670+39.8% | $1,032-9.2% | $2,596-63.9% |
| Participant deferral / active EE | $2,330 | $1,379+68.9% | $2,062+13.0% | $4,274-45.5% |
| Admin fee / account holder | $2,399 | $2,531-5.2% | $3,357-28.5% | $7,775-69.1% |