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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 | $36,948+22.7% | $73,658-38.5% | $87,485-48.2% |
| Participation rate | 39.2% | 46.8%-7.6pp | 57.0%-17.8pp | 68.9%-29.7pp |
| Annual return | 7.60% | 28.64%-21.0pp | 29.72%-22.1pp | 26.06%-18.5pp |
| Employer contribution / active EE | $1,407 | $670+110.0% | $1,032+36.3% | $2,596-45.8% |
| Participant deferral / active EE | $2,187 | $1,379+58.6% | $2,062+6.1% | $4,274-48.8% |
| Admin fee / account holder | $9,080 | $2,531+258.8% | $3,357+170.5% | $7,775+16.8% |