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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 | $56,017 | $81,504-31.3% | $102,437-45.3% | $80,959-30.8% |
| Participation rate | 44.4% | 66.9%-22.4pp | 74.5%-30.1pp | 67.7%-23.2pp |
| Annual return | 7.22% | 25.60%-18.4pp | 24.95%-17.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $12,271 | $3,104+295.4% | $3,871+217.0% | $2,757+345.1% |
| Participant deferral / active EE | $2,473 | $3,871-36.1% | $5,060-51.1% | $4,300-42.5% |
| Admin fee / account holder | $2,489 | $6,719-63.0% | $8,388-70.3% | $6,925-64.1% |