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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 | $32,488 | $56,894-42.9% | $84,753-61.7% | $62,881-48.3% |
| Participation rate | 56.5% | 68.5%-12.0pp | 76.6%-20.1pp | 69.3%-12.8pp |
| Annual return | 0.57% | 6.30%-5.7pp | 22.78%-22.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,058 | $2,400-14.3% | $3,574-42.4% | $2,281-9.8% |
| Participant deferral / active EE | $3,893 | $2,709+43.7% | $3,712+4.9% | $3,203+21.5% |
| Admin fee / account holder | $2,267 | $3,581-36.7% | $5,333-57.5% | $4,296-47.2% |