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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 | $47,389 | $78,027-39.3% | $178,528-73.5% | $80,925-41.4% |
| Participation rate | 63.8% | 65.7%-1.9pp | 77.1%-13.3pp | 67.7%-3.9pp |
| Annual return | 9.15% | 18.09%-8.9pp | 27.11%-18.0pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,027 | $2,281-55.0% | $3,950-74.0% | $2,756-62.7% |
| Participant deferral / active EE | $1,821 | $4,408-58.7% | $6,278-71.0% | $4,299-57.6% |
| Admin fee / account holder | $1,544 | $7,168-78.5% | $10,419-85.2% | $6,940-77.8% |