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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 | $86,949-44.0% | $102,460-52.5% | $80,959-39.9% |
| Participation rate | 57.4% | 72.4%-15.0pp | 76.5%-19.1pp | 67.7%-10.3pp |
| Annual return | 9.46% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,393 | $2,370-41.2% | $3,025-54.0% | $2,757-49.5% |
| Participant deferral / active EE | $2,543 | $4,121-38.3% | $5,056-49.7% | $4,300-40.9% |
| Admin fee / account holder | $2,481 | $8,048-69.2% | $9,460-73.8% | $6,925-64.2% |