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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 | $69,444-22.3% | $92,985-42.0% | $87,485-38.3% |
| Participation rate | 42.9% | 63.3%-20.4pp | 69.5%-26.6pp | 68.9%-26.1pp |
| Annual return | 10.32% | 23.85%-13.5pp | 27.99%-17.7pp | 26.06%-15.7pp |
| Employer contribution / active EE | $2,063 | $1,917+7.6% | $2,662-22.5% | $2,596-20.5% |
| Participant deferral / active EE | $3,469 | $3,364+3.1% | $4,377-20.7% | $4,274-18.8% |
| Admin fee / account holder | $1,890 | $6,137-69.2% | $9,463-80.0% | $7,775-75.7% |