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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 | $53,813 | $54,297-0.9% | $97,032-44.5% | $65,306-17.6% |
| Participation rate | 68.2% | 42.3%+25.9pp | 71.6%-3.4pp | 57.7%+10.5pp |
| Annual return | 7.30% | 21.17%-13.9pp | 35.38%-28.1pp | 21.94%-14.6pp |
| Employer contribution / active EE | $2,452 | $1,365+79.6% | $2,629-6.7% | $1,967+24.7% |
| Participant deferral / active EE | $4,020 | $2,259+78.0% | $4,672-14.0% | $2,959+35.8% |
| Admin fee / account holder | $2,584 | $3,744-31.0% | $9,418-72.6% | $3,480-25.8% |