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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 | $30,122 | $56,894-47.1% | $84,753-64.5% | $62,881-52.1% |
| Participation rate | 49.3% | 68.5%-19.3pp | 76.6%-27.3pp | 69.3%-20.1pp |
| Annual return | 2.97% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,174 | $2,400-51.1% | $3,574-67.2% | $2,281-48.5% |
| Participant deferral / active EE | $2,128 | $2,709-21.5% | $3,712-42.7% | $3,203-33.6% |
| Admin fee / account holder | $1,035 | $3,581-71.1% | $5,333-80.6% | $4,296-75.9% |