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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 | $51,512 | $56,894-9.5% | $84,753-39.2% | $62,881-18.1% |
| Participation rate | 40.7% | 68.5%-27.8pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 1.57% | 6.30%-4.7pp | 22.78%-21.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $2,144 | $2,400-10.6% | $3,574-40.0% | $2,281-6.0% |
| Participant deferral / active EE | $4,112 | $2,709+51.8% | $3,712+10.8% | $3,203+28.4% |
| Admin fee / account holder | $5,665 | $3,581+58.2% | $5,333+6.2% | $4,296+31.9% |