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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 | $50,301 | $78,015-35.5% | $178,505-71.8% | $80,959-37.9% |
| Participation rate | 62.5% | 65.7%-3.2pp | 77.1%-14.6pp | 67.7%-5.2pp |
| Annual return | 10.11% | 18.10%-8.0pp | 27.16%-17.0pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,819 | $2,281-20.3% | $3,955-54.0% | $2,757-34.0% |
| Participant deferral / active EE | $4,738 | $4,406+7.5% | $6,280-24.6% | $4,300+10.2% |
| Admin fee / account holder | $2,027 | $7,160-71.7% | $10,428-80.6% | $6,925-70.7% |