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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 | $44,127 | $77,962-43.4% | $178,540-75.3% | $80,935-45.5% |
| Participation rate | 54.2% | 65.7%-11.5pp | 77.1%-22.9pp | 67.7%-13.5pp |
| Annual return | 10.40% | 18.10%-7.7pp | 27.15%-16.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,138 | $2,280-50.1% | $3,953-71.2% | $2,757-58.7% |
| Participant deferral / active EE | $2,592 | $4,404-41.2% | $6,281-58.7% | $4,299-39.7% |
| Admin fee / account holder | $7,768 | $7,156+8.6% | $10,424-25.5% | $6,924+12.2% |