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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 | $54,318 | $86,949-37.5% | $102,460-47.0% | $80,959-32.9% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 7.53% | 18.89%-11.4pp | 29.47%-21.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,981 | $2,370-16.4% | $3,025-34.5% | $2,757-28.2% |
| Participant deferral / active EE | $3,331 | $4,121-19.2% | $5,056-34.1% | $4,300-22.5% |
| Admin fee / account holder | $5,873 | $8,048-27.0% | $9,460-37.9% | $6,925-15.2% |