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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 | $45,322 | $37,156+22.0% | $83,854-46.0% | $86,983-47.9% |
| Participation rate | 39.2% | 49.1%-9.8pp | 59.1%-19.9pp | 69.5%-30.3pp |
| Annual return | 7.60% | 29.88%-22.3pp | 31.39%-23.8pp | 25.83%-18.2pp |
| Employer contribution / active EE | $1,407 | $661+113.0% | $1,017+38.3% | $2,584-45.5% |
| Participant deferral / active EE | $2,187 | $1,418+54.2% | $2,035+7.4% | $4,194-47.9% |
| Admin fee / account holder | $9,080 | $2,510+261.8% | $3,197+184.0% | $7,856+15.6% |