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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 | $59,240 | $81,487-27.3% | $102,412-42.2% | $80,935-26.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 8.11% | 25.60%-17.5pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,645 | $3,103-47.0% | $3,870-57.5% | $2,757-40.3% |
| Participant deferral / active EE | $2,773 | $3,871-28.4% | $5,060-45.2% | $4,299-35.5% |
| Admin fee / account holder | $1,426 | $6,717-78.8% | $8,388-83.0% | $6,924-79.4% |