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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 | $45,993 | $81,276-43.4% | $155,574-70.4% | $80,925-43.2% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 10.08% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $2,161 | $3,103-30.3% | $4,676-53.8% | $2,756-21.6% |
| Participant deferral / active EE | $2,407 | $3,453-30.3% | $5,629-57.2% | $4,299-44.0% |
| Admin fee / account holder | $2,169 | $7,993-72.9% | $15,914-86.4% | $6,940-68.7% |