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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 | $72,471-50.6% | $94,215-62.0% | $86,983-58.8% |
| Participation rate | 46.4% | 63.9%-17.4pp | 70.0%-23.5pp | 69.5%-23.1pp |
| Annual return | 10.51% | 26.44%-15.9pp | 28.22%-17.7pp | 25.83%-15.3pp |
| Employer contribution / active EE | $2,349 | $1,936+21.3% | $2,675-12.2% | $2,584-9.1% |
| Participant deferral / active EE | $2,720 | $3,397-19.9% | $4,276-36.4% | $4,194-35.2% |
| Admin fee / account holder | $2,870 | $6,468-55.6% | $10,216-71.9% | $7,856-63.5% |