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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 | $48,252 | $55,930-13.7% | $76,089-36.6% | $80,925-40.4% |
| Participation rate | 53.8% | 62.1%-8.2pp | 69.1%-15.2pp | 67.7%-13.8pp |
| Annual return | 9.65% | 20.58%-10.9pp | 360.94%-351.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,966 | $1,866+5.4% | $2,690-26.9% | $2,756-28.7% |
| Participant deferral / active EE | $4,135 | $3,051+35.5% | $4,259-2.9% | $4,299-3.8% |
| Admin fee / account holder | $2,299 | $5,241-56.1% | $6,418-64.2% | $6,940-66.9% |