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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 | $54,988 | $58,848-6.6% | $88,179-37.6% | $82,637-33.5% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.1%-21.0pp | 68.1%-19.9pp |
| Annual return | 9.97% | 22.76%-12.8pp | 64.97%-55.0pp | 53.51%-43.5pp |
| Employer contribution / active EE | $2,317 | $1,678+38.1% | $2,549-9.1% | $2,552-9.2% |
| Participant deferral / active EE | $4,108 | $3,124+31.5% | $4,614-11.0% | $4,126-0.4% |
| Admin fee / account holder | $2,705 | $4,795-43.6% | $7,673-64.7% | $7,339-63.1% |