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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 | $37,647 | $48,364-22.2% | $71,796-47.6% | $62,881-40.1% |
| Participation rate | 37.2% | 60.6%-23.4pp | 69.1%-31.9pp | 69.3%-32.1pp |
| Annual return | 2.23% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,219 | $1,042+17.0% | $1,924-36.7% | $2,281-46.6% |
| Participant deferral / active EE | $2,020 | $2,091-3.4% | $2,794-27.7% | $3,203-36.9% |
| Admin fee / account holder | $2,535 | $3,771-32.8% | $4,815-47.3% | $4,296-41.0% |