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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 | $57,855 | $104,098-44.4% | $140,514-58.8% | $94,015-38.5% |
| Participation rate | 56.3% | 73.7%-17.5pp | 77.8%-21.5pp | 70.8%-14.6pp |
| Annual return | 4.56% | 15.14%-10.6pp | 14.36%-9.8pp | 17.84%-13.3pp |
| Employer contribution / active EE | $1,066 | $2,388-55.4% | $3,378-68.4% | $2,790-61.8% |
| Participant deferral / active EE | $3,113 | $4,033-22.8% | $4,919-36.7% | $4,249-26.7% |
| Admin fee / account holder | $22,045 | $10,439+111.2% | $13,697+60.9% | $8,951+146.3% |