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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 | $58,799 | $89,532-34.3% | $103,431-43.2% | $80,911-27.3% |
| Participation rate | 53.8% | 76.0%-22.2pp | 80.5%-26.7pp | 67.6%-13.8pp |
| Annual return | 8.93% | 22.80%-13.9pp | 23.92%-15.0pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,187 | $4,023-70.5% | $4,678-74.6% | $2,756-56.9% |
| Participant deferral / active EE | $2,230 | $5,459-59.2% | $6,625-66.3% | $4,297-48.1% |
| Admin fee / account holder | $13,928 | $6,774+105.6% | $9,412+48.0% | $6,935+100.8% |