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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 | $41,085 | $83,898-51.0% | $133,346-69.2% | $94,015-56.3% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.8%-22.8pp | 70.8%-20.8pp |
| Annual return | 10.30% | 16.00%-5.7pp | 36.85%-26.6pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,509 | $1,821-17.1% | $2,853-47.1% | $2,790-45.9% |
| Participant deferral / active EE | $3,873 | $3,245+19.4% | $4,332-10.6% | $4,249-8.9% |
| Admin fee / account holder | $9,235 | $7,809+18.3% | $14,264-35.3% | $8,951+3.2% |