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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 | $51,251 | $64,517-20.6% | $81,438-37.1% | $80,874-36.6% |
| Participation rate | 45.2% | 63.9%-18.7pp | 69.5%-24.3pp | 67.6%-22.4pp |
| Annual return | 8.59% | 16.35%-7.8pp | 24.74%-16.2pp | 35.62%-27.0pp |
| Employer contribution / active EE | $2,229 | $1,982+12.5% | $2,460-9.4% | $2,756-19.1% |
| Participant deferral / active EE | $2,609 | $3,096-15.7% | $3,883-32.8% | $4,297-39.3% |
| Admin fee / account holder | $5,364 | $5,677-5.5% | $5,764-6.9% | $6,935-22.7% |