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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 | $50,252 | $69,444-27.6% | $92,985-46.0% | $87,485-42.6% |
| Participation rate | 26.3% | 63.3%-37.0pp | 69.5%-43.2pp | 68.9%-42.6pp |
| Annual return | 9.61% | 23.85%-14.2pp | 27.99%-18.4pp | 26.06%-16.4pp |
| Employer contribution / active EE | $1,126 | $1,917-41.3% | $2,662-57.7% | $2,596-56.6% |
| Participant deferral / active EE | $1,544 | $3,364-54.1% | $4,377-64.7% | $4,274-63.9% |
| Admin fee / account holder | $3,467 | $6,137-43.5% | $9,463-63.4% | $7,775-55.4% |