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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 | $44,218 | $64,359-31.3% | $90,161-51.0% | $70,126-36.9% |
| Participation rate | 58.5% | 70.4%-11.9pp | 76.9%-18.3pp | 69.5%-11.0pp |
| Annual return | 10.55% | 28.13%-17.6pp | 34.89%-24.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,120 | $2,046-45.2% | $3,318-66.2% | $2,343-52.2% |
| Participant deferral / active EE | $2,568 | $4,389-41.5% | $5,287-51.4% | $3,332-22.9% |
| Admin fee / account holder | $1,787 | $3,945-54.7% | $5,943-69.9% | $4,645-61.5% |