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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 | $59,440-39.7% | $78,004-54.1% | $82,637-56.7% |
| Participation rate | 46.4% | 62.8%-16.4pp | 69.4%-23.0pp | 68.1%-21.6pp |
| Annual return | 10.51% | 40.24%-29.7pp | 31.07%-20.6pp | 53.51%-43.0pp |
| Employer contribution / active EE | $2,349 | $1,750+34.2% | $2,469-4.9% | $2,552-8.0% |
| Participant deferral / active EE | $2,720 | $3,138-13.3% | $4,092-33.5% | $4,126-34.1% |
| Admin fee / account holder | $2,870 | $5,504-47.9% | $7,578-62.1% | $7,339-60.9% |