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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 | $38,395 | $57,140-32.8% | $85,240-55.0% | $80,959-52.6% |
| Participation rate | 43.3% | 56.4%-13.1pp | 67.5%-24.2pp | 67.7%-24.3pp |
| Annual return | 9.45% | 21.71%-12.3pp | 66.75%-57.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,521 | $1,802-15.6% | $2,735-44.4% | $2,757-44.8% |
| Participant deferral / active EE | $2,897 | $3,115-7.0% | $4,527-36.0% | $4,300-32.6% |
| Admin fee / account holder | $3,622 | $4,992-27.4% | $6,165-41.2% | $6,925-47.7% |