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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 | $104,098-44.8% | $140,514-59.1% | $94,015-38.9% |
| Participation rate | 46.7% | 73.7%-27.0pp | 77.8%-31.1pp | 70.8%-24.2pp |
| Annual return | 8.99% | 15.14%-6.1pp | 14.36%-5.4pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,221 | $2,388-48.9% | $3,378-63.9% | $2,790-56.2% |
| Participant deferral / active EE | $3,224 | $4,033-20.1% | $4,919-34.5% | $4,249-24.1% |
| Admin fee / account holder | $1,870 | $10,439-82.1% | $13,697-86.3% | $8,951-79.1% |