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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 | $33,012 | $58,828-43.9% | $78,002-57.7% | $62,881-47.5% |
| Participation rate | 48.0% | 71.1%-23.1pp | 75.5%-27.5pp | 69.3%-21.3pp |
| Annual return | 2.77% | 17.16%-14.4pp | 425.99%-423.2pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,855 | $1,672+11.0% | $2,470-24.9% | $2,281-18.7% |
| Participant deferral / active EE | $3,443 | $2,686+28.2% | $3,497-1.5% | $3,203+7.5% |
| Admin fee / account holder | $4,455 | $4,393+1.4% | $5,481-18.7% | $4,296+3.7% |