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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 | $53,431 | $114,712-53.4% | $173,730-69.2% | $87,485-38.9% |
| Participation rate | 45.3% | 73.0%-27.7pp | 79.6%-34.3pp | 68.9%-23.6pp |
| Annual return | 5.14% | 20.18%-15.0pp | 19.96%-14.8pp | 26.06%-20.9pp |
| Employer contribution / active EE | $1,802 | $2,904-37.9% | $4,577-60.6% | $2,596-30.6% |
| Participant deferral / active EE | $2,749 | $4,642-40.8% | $6,326-56.6% | $4,274-35.7% |
| Admin fee / account holder | $3,866 | $10,210-62.1% | $17,523-77.9% | $7,775-50.3% |