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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 | $51,520 | $81,358-36.7% | $155,556-66.9% | $80,959-36.4% |
| Participation rate | 44.3% | 66.3%-22.0pp | 78.2%-33.9pp | 67.7%-23.4pp |
| Annual return | 10.28% | 33.39%-23.1pp | 64.84%-54.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,249 | $3,106-59.8% | $4,675-73.3% | $2,757-54.7% |
| Participant deferral / active EE | $2,615 | $3,455-24.3% | $5,631-53.6% | $4,300-39.2% |
| Admin fee / account holder | $1,161 | $7,994-85.5% | $15,885-92.7% | $6,925-83.2% |