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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 | $57,452 | $76,367-24.8% | $93,614-38.6% | $72,983-21.3% |
| Participation rate | 58.6% | 71.7%-13.1pp | 75.8%-17.2pp | 69.5%-10.9pp |
| Annual return | 7.90% | 25.82%-17.9pp | 32.76%-24.9pp | 81.01%-73.1pp |
| Employer contribution / active EE | $1,039 | $2,275-54.3% | $2,718-61.8% | $2,440-57.4% |
| Participant deferral / active EE | $2,092 | $3,538-40.9% | $4,069-48.6% | $3,608-42.0% |
| Admin fee / account holder | $3,502 | $6,838-48.8% | $7,889-55.6% | $5,124-31.7% |