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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 | $52,708 | $81,457-35.3% | $103,378-49.0% | $80,911-34.9% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 4.43% | 25.58%-21.1pp | 24.91%-20.5pp | 35.63%-31.2pp |
| Employer contribution / active EE | $1,479 | $3,107-52.4% | $3,870-61.8% | $2,756-46.3% |
| Participant deferral / active EE | $5,482 | $3,871+41.6% | $5,058+8.4% | $4,297+27.6% |
| Admin fee / account holder | $6,684 | $6,717-0.5% | $8,401-20.4% | $6,935-3.6% |