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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 | $35,823 | $76,564-53.2% | $105,582-66.1% | $94,015-61.9% |
| Participation rate | 46.4% | 65.2%-18.7pp | 71.8%-25.3pp | 70.8%-24.4pp |
| Annual return | 10.51% | 20.69%-10.2pp | 18.61%-8.1pp | 17.84%-7.3pp |
| Employer contribution / active EE | $2,349 | $1,995+17.7% | $2,984-21.3% | $2,790-15.8% |
| Participant deferral / active EE | $2,720 | $3,320-18.1% | $4,353-37.5% | $4,249-36.0% |
| Admin fee / account holder | $2,870 | $7,129-59.7% | $12,856-77.7% | $8,951-67.9% |