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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 | $33,615 | $60,442-44.4% | $96,754-65.3% | $87,485-61.6% |
| Participation rate | 41.0% | 58.7%-17.7pp | 70.3%-29.2pp | 68.9%-27.9pp |
| Annual return | 12.74% | 21.97%-9.2pp | 82.04%-69.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,782 | $1,691+5.4% | $2,679-33.5% | $2,596-31.4% |
| Participant deferral / active EE | $1,932 | $3,280-41.1% | $4,758-59.4% | $4,274-54.8% |
| Admin fee / account holder | $12,507 | $5,069+146.7% | $8,905+40.5% | $7,775+60.9% |