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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 | $76,564-29.5% | $105,582-48.9% | $94,015-42.6% |
| Participation rate | 42.9% | 65.2%-22.3pp | 71.8%-28.9pp | 70.8%-28.0pp |
| Annual return | 10.32% | 20.69%-10.4pp | 18.61%-8.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,063 | $1,995+3.4% | $2,984-30.9% | $2,790-26.1% |
| Participant deferral / active EE | $3,469 | $3,320+4.5% | $4,353-20.3% | $4,249-18.4% |
| Admin fee / account holder | $1,890 | $7,129-73.5% | $12,856-85.3% | $8,951-78.9% |