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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 | $37,316 | $115,225-67.6% | $100,712-62.9% | $138,895-73.1% |
| Participation rate | 54.5% | 74.3%-19.8pp | 69.3%-14.7pp | 79.9%-25.4pp |
| Annual return | 4.42% | 40.35%-35.9pp | 33.27%-28.9pp | 145.39%-141.0pp |
| Employer contribution / active EE | $893 | $2,771-67.8% | $2,313-61.4% | $4,194-78.7% |
| Participant deferral / active EE | $3,624 | $4,699-22.9% | $4,085-11.3% | $6,396-43.3% |
| Admin fee / account holder | $2,973 | $10,844-72.6% | $9,256-67.9% | $12,562-76.3% |