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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 | $52,763 | $76,551-31.1% | $123,894-57.4% | $62,881-16.1% |
| Participation rate | 60.9% | 73.0%-12.1pp | 81.4%-20.5pp | 69.3%-8.4pp |
| Annual return | 5.26% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,798 | $2,882-37.6% | $4,617-61.1% | $2,281-21.2% |
| Participant deferral / active EE | $3,358 | $4,840-30.6% | $5,984-43.9% | $3,203+4.8% |
| Admin fee / account holder | $9,632 | $4,826+99.6% | $8,357+15.3% | $4,296+124.2% |