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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 | $32,050 | $64,359-50.2% | $90,161-64.5% | $70,126-54.3% |
| Participation rate | 51.4% | 70.4%-19.1pp | 76.9%-25.5pp | 69.5%-18.2pp |
| Annual return | 12.64% | 28.13%-15.5pp | 34.89%-22.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,329 | $2,046-35.0% | $3,318-59.9% | $2,343-43.3% |
| Participant deferral / active EE | $2,090 | $4,389-52.4% | $5,287-60.5% | $3,332-37.3% |
| Admin fee / account holder | $6,117 | $3,945+55.1% | $5,943+2.9% | $4,645+31.7% |