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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 | $81,446-31.2% | $103,374-45.8% | $80,874-30.7% |
| Participation rate | 44.4% | 66.9%-22.4pp | 74.5%-30.1pp | 67.6%-23.2pp |
| Annual return | 7.22% | 25.57%-18.4pp | 24.89%-17.7pp | 35.62%-28.4pp |
| Employer contribution / active EE | $12,271 | $3,107+294.9% | $3,869+217.1% | $2,756+345.3% |
| Participant deferral / active EE | $2,473 | $3,870-36.1% | $5,058-51.1% | $4,297-42.4% |
| Admin fee / account holder | $2,489 | $6,715-62.9% | $8,394-70.3% | $6,935-64.1% |