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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 | $56,277 | $86,940-35.3% | $102,434-45.1% | $80,935-30.5% |
| Participation rate | 64.4% | 72.4%-7.9pp | 76.5%-12.1pp | 67.7%-3.2pp |
| Annual return | 10.09% | 18.89%-8.8pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,023 | $2,370-56.8% | $3,023-66.2% | $2,757-62.9% |
| Participant deferral / active EE | $2,659 | $4,121-35.5% | $5,055-47.4% | $4,299-38.2% |
| Admin fee / account holder | $2,587 | $8,047-67.8% | $9,462-72.7% | $6,924-62.6% |