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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 | $51,003 | $78,520-35.0% | $96,576-47.2% | $82,448-38.1% |
| Participation rate | 65.5% | 77.7%-12.2pp | 81.4%-15.9pp | 68.1%-2.6pp |
| Annual return | 12.35% | 41.30%-29.0pp | 38.47%-26.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $583 | $2,630-77.8% | $3,553-83.6% | $2,551-77.1% |
| Participant deferral / active EE | $3,105 | $6,754-54.0% | $7,956-61.0% | $4,139-25.0% |
| Admin fee / account holder | $6,095 | $13,455-54.7% | $11,381-46.4% | $7,234-15.7% |