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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 | $50,496 | $181,896-72.2% | $156,551-67.7% | $273,972-81.6% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 1.43% | 30.74%-29.3pp | 32.23%-30.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,093 | $6,248-66.5% | $5,501-62.0% | $4,869-57.0% |
| Participant deferral / active EE | $4,302 | $5,550-22.5% | $4,871-11.7% | $5,287-18.6% |
| Admin fee / account holder | $2,872 | $15,560-81.5% | $13,028-78.0% | $10,133-71.7% |