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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 | $52,241 | $78,520-33.5% | $96,576-45.9% | $82,448-36.6% |
| Participation rate | 48.1% | 77.7%-29.7pp | 81.4%-33.4pp | 68.1%-20.0pp |
| Annual return | 13.20% | 41.30%-28.1pp | 38.47%-25.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,042 | $2,630-22.4% | $3,553-42.5% | $2,551-20.0% |
| Participant deferral / active EE | $4,099 | $6,754-39.3% | $7,956-48.5% | $4,139-1.0% |
| Admin fee / account holder | $21,500 | $13,455+59.8% | $11,381+88.9% | $7,234+197.2% |