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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 | $37,387 | $67,602-44.7% | $82,312-54.6% | $70,126-46.7% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.9%-18.7pp | 69.5%-11.4pp |
| Annual return | 12.02% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,449 | $1,755-17.4% | $2,428-40.3% | $2,343-38.1% |
| Participant deferral / active EE | $2,630 | $2,987-11.9% | $3,706-29.0% | $3,332-21.1% |
| Admin fee / account holder | $13,078 | $4,512+189.9% | $5,608+133.2% | $4,645+181.5% |