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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 | $59,508 | $86,938-31.6% | $102,423-41.9% | $80,925-26.5% |
| Participation rate | 48.4% | 72.4%-24.0pp | 76.5%-28.1pp | 67.7%-19.3pp |
| Annual return | 10.23% | 18.89%-8.7pp | 29.42%-19.2pp | 35.65%-25.4pp |
| Employer contribution / active EE | $2,044 | $2,369-13.7% | $3,023-32.4% | $2,756-25.8% |
| Participant deferral / active EE | $4,364 | $4,120+5.9% | $5,054-13.7% | $4,299+1.5% |
| Admin fee / account holder | $779 | $8,053-90.3% | $9,455-91.8% | $6,940-88.8% |