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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 | $37,788 | $91,179-58.6% | $178,499-78.8% | $79,852-52.7% |
| Participation rate | 43.3% | 69.2%-25.9pp | 81.9%-38.6pp | 69.6%-26.3pp |
| Annual return | 8.53% | 24.19%-15.7pp | 151.10%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $1,798 | $3,256-44.8% | $5,011-64.1% | $2,471-27.2% |
| Participant deferral / active EE | $1,889 | $3,236-41.6% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $5,007 | $6,749-25.8% | $13,986-64.2% | $5,306-5.6% |