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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 | $57,119-32.8% | $85,187-54.9% | $80,935-52.6% |
| Participation rate | 43.3% | 56.4%-13.1pp | 67.5%-24.2pp | 67.7%-24.3pp |
| Annual return | 9.45% | 21.70%-12.2pp | 66.67%-57.2pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,521 | $1,802-15.6% | $2,732-44.3% | $2,757-44.8% |
| Participant deferral / active EE | $2,897 | $3,115-7.0% | $4,525-36.0% | $4,299-32.6% |
| Admin fee / account holder | $3,622 | $4,990-27.4% | $6,162-41.2% | $6,924-47.7% |