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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 | $48,664 | $86,922-44.0% | $102,438-52.5% | $80,874-39.8% |
| Participation rate | 57.4% | 72.4%-15.0pp | 76.5%-19.1pp | 67.6%-10.2pp |
| Annual return | 9.46% | 18.90%-9.4pp | 29.37%-19.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,393 | $2,369-41.2% | $3,024-53.9% | $2,756-49.5% |
| Participant deferral / active EE | $2,543 | $4,119-38.2% | $5,054-49.7% | $4,297-40.8% |
| Admin fee / account holder | $2,481 | $8,050-69.2% | $9,448-73.7% | $6,935-64.2% |