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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 | $45,368 | $76,551-40.7% | $123,894-63.4% | $62,881-27.9% |
| Participation rate | 52.1% | 73.0%-20.9pp | 81.4%-29.4pp | 69.3%-17.2pp |
| Annual return | 5.83% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,129 | $2,882+8.5% | $4,617-32.2% | $2,281+37.2% |
| Participant deferral / active EE | $4,279 | $4,840-11.6% | $5,984-28.5% | $3,203+33.6% |
| Admin fee / account holder | $5,766 | $4,826+19.5% | $8,357-31.0% | $4,296+34.2% |