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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 | $51,930 | $86,949-40.3% | $102,460-49.3% | $80,959-35.9% |
| Participation rate | 44.1% | 72.4%-28.3pp | 76.5%-32.4pp | 67.7%-23.6pp |
| Annual return | 10.22% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,339 | $2,370-43.5% | $3,025-55.7% | $2,757-51.4% |
| Participant deferral / active EE | $3,503 | $4,121-15.0% | $5,056-30.7% | $4,300-18.5% |
| Admin fee / account holder | $520 | $8,048-93.5% | $9,460-94.5% | $6,925-92.5% |