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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 | $37,697 | $86,938-56.6% | $102,423-63.2% | $80,925-53.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.7%-10.0pp |
| Annual return | 10.10% | 18.89%-8.8pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,651 | $2,369-30.3% | $3,023-45.4% | $2,756-40.1% |
| Participant deferral / active EE | $3,807 | $4,120-7.6% | $5,054-24.7% | $4,299-11.4% |
| Admin fee / account holder | $2,122 | $8,053-73.7% | $9,455-77.6% | $6,940-69.4% |