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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 | $57,453 | $97,550-41.1% | $120,344-52.3% | $87,485-34.3% |
| Participation rate | 46.7% | 72.8%-26.2pp | 76.7%-30.0pp | 68.9%-22.3pp |
| Annual return | 8.99% | 18.41%-9.4pp | 20.30%-11.3pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,221 | $2,291-46.7% | $3,020-59.6% | $2,596-53.0% |
| Participant deferral / active EE | $3,224 | $4,230-23.8% | $5,135-37.2% | $4,274-24.6% |
| Admin fee / account holder | $1,870 | $9,543-80.4% | $12,742-85.3% | $7,775-75.9% |