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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 | $36,890 | $78,027-52.7% | $178,528-79.3% | $80,925-54.4% |
| Participation rate | 51.7% | 65.7%-13.9pp | 77.1%-25.4pp | 67.7%-15.9pp |
| Annual return | 8.85% | 18.09%-9.2pp | 27.11%-18.3pp | 35.65%-26.8pp |
| Employer contribution / active EE | $2,150 | $2,281-5.8% | $3,950-45.6% | $2,756-22.0% |
| Participant deferral / active EE | $5,208 | $4,408+18.2% | $6,278-17.0% | $4,299+21.2% |
| Admin fee / account holder | $1,337 | $7,168-81.3% | $10,419-87.2% | $6,940-80.7% |