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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 | $62,563 | $77,962-19.8% | $178,540-65.0% | $80,935-22.7% |
| Participation rate | 48.6% | 65.7%-17.0pp | 77.1%-28.5pp | 67.7%-19.0pp |
| Annual return | 9.41% | 18.10%-8.7pp | 27.15%-17.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,087 | $2,280-52.3% | $3,953-72.5% | $2,757-60.6% |
| Participant deferral / active EE | $2,116 | $4,404-52.0% | $6,281-66.3% | $4,299-50.8% |
| Admin fee / account holder | $7,114 | $7,156-0.6% | $10,424-31.8% | $6,924+2.7% |