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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 | $37,537 | $45,082-16.7% | $69,464-46.0% | $72,975-48.6% |
| Participation rate | 46.9% | 68.5%-21.6pp | 74.6%-27.7pp | 69.5%-22.6pp |
| Annual return | 5.32% | 22.66%-17.3pp | 28.98%-23.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $1,058 | $2,055-48.5% | $2,779-61.9% | $2,440-56.6% |
| Participant deferral / active EE | $2,565 | $2,604-1.5% | $3,536-27.5% | $3,608-28.9% |
| Admin fee / account holder | $6,108 | $3,057+99.8% | $3,840+59.1% | $5,124+19.2% |