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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 | $69,444-48.4% | $92,985-61.5% | $87,485-59.1% |
| Participation rate | 46.4% | 63.3%-16.9pp | 69.5%-23.1pp | 68.9%-22.5pp |
| Annual return | 10.51% | 23.85%-13.3pp | 27.99%-17.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,349 | $1,917+22.5% | $2,662-11.8% | $2,596-9.5% |
| Participant deferral / active EE | $2,720 | $3,364-19.2% | $4,377-37.9% | $4,274-36.4% |
| Admin fee / account holder | $2,870 | $6,137-53.2% | $9,463-69.7% | $7,775-63.1% |