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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 | $51,325 | $57,061-10.1% | $85,063-39.7% | $80,911-36.6% |
| Participation rate | 51.6% | 56.3%-4.7pp | 67.5%-15.9pp | 67.6%-16.0pp |
| Annual return | 9.90% | 21.66%-11.8pp | 66.54%-56.6pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,229 | $1,799-31.7% | $2,727-54.9% | $2,756-55.4% |
| Participant deferral / active EE | $2,550 | $3,110-18.0% | $4,523-43.6% | $4,297-40.7% |
| Admin fee / account holder | $8,298 | $4,986+66.4% | $6,155+34.8% | $6,935+19.7% |