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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 | $44,024 | $81,476-46.0% | $102,383-57.0% | $80,925-45.6% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.7%-12.1pp |
| Annual return | 10.23% | 25.59%-15.4pp | 24.94%-14.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,715 | $3,105-44.8% | $3,870-55.7% | $2,756-37.8% |
| Participant deferral / active EE | $3,489 | $3,871-9.9% | $5,060-31.1% | $4,299-18.8% |
| Admin fee / account holder | $2,961 | $6,717-55.9% | $8,391-64.7% | $6,940-57.3% |