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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 | $48,761 | $67,606-27.9% | $82,313-40.8% | $70,124-30.5% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 10.42% | 21.57%-11.1pp | 25.88%-15.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,439 | $1,755-18.0% | $2,428-40.7% | $2,342-38.6% |
| Participant deferral / active EE | $3,143 | $2,987+5.2% | $3,706-15.2% | $3,332-5.7% |
| Admin fee / account holder | $3,896 | $4,512-13.6% | $5,608-30.5% | $4,645-16.1% |