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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 | $48,358 | $81,504-40.7% | $102,437-52.8% | $80,959-40.3% |
| Participation rate | 45.7% | 66.9%-21.1pp | 74.5%-28.8pp | 67.7%-22.0pp |
| Annual return | 10.31% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,501 | $3,104-51.6% | $3,871-61.2% | $2,757-45.5% |
| Participant deferral / active EE | $2,127 | $3,871-45.1% | $5,060-58.0% | $4,300-50.5% |
| Admin fee / account holder | $2,042 | $6,719-69.6% | $8,388-75.7% | $6,925-70.5% |