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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 | $72,471-25.5% | $94,215-42.7% | $86,983-38.0% |
| Participation rate | 42.9% | 63.9%-21.0pp | 70.0%-27.1pp | 69.5%-26.7pp |
| Annual return | 10.32% | 26.44%-16.1pp | 28.22%-17.9pp | 25.83%-15.5pp |
| Employer contribution / active EE | $2,063 | $1,936+6.6% | $2,675-22.9% | $2,584-20.2% |
| Participant deferral / active EE | $3,469 | $3,397+2.1% | $4,276-18.9% | $4,194-17.3% |
| Admin fee / account holder | $1,890 | $6,468-70.8% | $10,216-81.5% | $7,856-75.9% |