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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 | $58,326 | $126,661-54.0% | $113,397-48.6% | $138,895-58.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 2.20% | 25.05%-22.9pp | 23.20%-21.0pp | 145.39%-143.2pp |
| Employer contribution / active EE | $1,370 | $3,456-60.4% | $2,977-54.0% | $4,194-67.3% |
| Participant deferral / active EE | $2,252 | $5,693-60.4% | $5,076-55.6% | $6,396-64.8% |
| Admin fee / account holder | $1,342 | $14,549-90.8% | $11,957-88.8% | $12,562-89.3% |