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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 | $52,724 | $71,230-26.0% | $93,727-43.7% | $80,959-34.9% |
| Participation rate | 67.1% | 60.4%+6.7pp | 68.7%-1.6pp | 67.7%-0.5pp |
| Annual return | 9.66% | 11.26%-1.6pp | 133.83%-124.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,048 | $1,565-33.0% | $2,421-56.7% | $2,757-62.0% |
| Participant deferral / active EE | $2,553 | $4,037-36.8% | $4,417-42.2% | $4,300-40.6% |
| Admin fee / account holder | $2,239 | $6,961-67.8% | $8,292-73.0% | $6,925-67.7% |