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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 | $53,955 | $58,627-8.0% | $76,735-29.7% | $82,448-34.6% |
| Participation rate | 42.9% | 63.2%-20.4pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 10.32% | 39.10%-28.8pp | 29.77%-19.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,063 | $1,729+19.3% | $2,454-15.9% | $2,551-19.1% |
| Participant deferral / active EE | $3,469 | $3,134+10.7% | $4,088-15.1% | $4,139-16.2% |
| Admin fee / account holder | $1,890 | $5,323-64.5% | $7,189-73.7% | $7,234-73.9% |