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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 | $37,444 | $46,599-19.6% | $64,101-41.6% | $75,173-50.2% |
| Participation rate | 42.9% | 65.9%-23.1pp | 72.3%-29.5pp | 67.2%-24.3pp |
| Annual return | 10.42% | 26.06%-15.6pp | 33.72%-23.3pp | 160.72%-150.3pp |
| Employer contribution / active EE | $1,675 | $1,975-15.2% | $2,749-39.1% | $2,671-37.3% |
| Participant deferral / active EE | $3,177 | $2,837+12.0% | $3,881-18.1% | $4,126-23.0% |
| Admin fee / account holder | $13,813 | $2,956+367.3% | $3,070+349.9% | $5,651+144.4% |