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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 | $38,378 | $51,604-25.6% | $129,295-70.3% | $80,874-52.5% |
| Participation rate | 51.5% | 57.0%-5.5pp | 69.6%-18.1pp | 67.6%-16.1pp |
| Annual return | 9.81% | 20.76%-11.0pp | 9429.28%-9419.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,330 | $1,585-16.1% | $4,157-68.0% | $2,756-51.7% |
| Participant deferral / active EE | $2,380 | $2,670-10.9% | $4,169-42.9% | $4,297-44.6% |
| Admin fee / account holder | $5,391 | $4,310+25.1% | $7,665-29.7% | $6,935-22.3% |