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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 | $54,860 | $86,949-36.9% | $102,460-46.5% | $80,959-32.2% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.7%-10.0pp |
| Annual return | 9.19% | 18.89%-9.7pp | 29.47%-20.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,901 | $2,370-19.8% | $3,025-37.2% | $2,757-31.1% |
| Participant deferral / active EE | $4,001 | $4,121-2.9% | $5,056-20.9% | $4,300-7.0% |
| Admin fee / account holder | $440 | $8,048-94.5% | $9,460-95.3% | $6,925-93.6% |