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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 | $51,388 | $60,349-14.8% | $74,184-30.7% | $62,881-18.3% |
| Participation rate | 62.9% | 72.7%-9.9pp | 76.6%-13.8pp | 69.3%-6.4pp |
| Annual return | 3.41% | 21.38%-18.0pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,197 | $1,680-28.8% | $2,370-49.5% | $2,281-47.5% |
| Participant deferral / active EE | $3,023 | $2,856+5.8% | $3,550-14.8% | $3,203-5.6% |
| Admin fee / account holder | $5,098 | $4,261+19.6% | $5,586-8.7% | $4,296+18.7% |