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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 | $43,351 | $54,541-20.5% | $78,778-45.0% | $70,126-38.2% |
| Participation rate | 51.9% | 60.8%-8.9pp | 69.2%-17.3pp | 69.5%-17.7pp |
| Annual return | 8.11% | 21.07%-13.0pp | 35.62%-27.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $1,416 | $1,089+30.1% | $1,986-28.7% | $2,343-39.6% |
| Participant deferral / active EE | $2,754 | $2,210+24.6% | $2,958-6.9% | $3,332-17.4% |
| Admin fee / account holder | $1,840 | $3,709-50.4% | $5,134-64.2% | $4,645-60.4% |