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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 | $38,212 | $46,534-17.9% | $64,097-40.4% | $75,177-49.2% |
| Participation rate | 52.4% | 65.9%-13.6pp | 72.3%-19.9pp | 67.2%-14.8pp |
| Annual return | 7.05% | 26.07%-19.0pp | 33.75%-26.7pp | 160.75%-153.7pp |
| Employer contribution / active EE | $930 | $1,976-52.9% | $2,750-66.2% | $2,671-65.2% |
| Participant deferral / active EE | $3,822 | $2,835+34.8% | $3,881-1.5% | $4,126-7.4% |
| Admin fee / account holder | $2,649 | $2,957-10.4% | $3,070-13.7% | $5,651-53.1% |