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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 | $78,013-43.4% | $178,449-75.3% | $80,911-45.5% |
| Participation rate | 54.2% | 65.7%-11.5pp | 77.1%-22.9pp | 67.6%-13.5pp |
| Annual return | 10.40% | 18.07%-7.7pp | 27.09%-16.7pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,138 | $2,287-50.2% | $3,951-71.2% | $2,756-58.7% |
| Participant deferral / active EE | $2,592 | $4,408-41.2% | $6,277-58.7% | $4,297-39.7% |
| Admin fee / account holder | $7,768 | $7,166+8.4% | $10,362-25.0% | $6,935+12.0% |