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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 | $51,421 | $58,577-12.2% | $83,323-38.3% | $64,181-19.9% |
| Participation rate | 53.3% | 72.0%-18.7pp | 77.8%-24.4pp | 69.6%-16.2pp |
| Annual return | -9.12% | 9.65%-18.8pp | 10.63%-19.8pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,307 | $2,098-37.7% | $3,379-61.3% | $2,381-45.1% |
| Participant deferral / active EE | $2,258 | $4,654-51.5% | $5,565-59.4% | $3,470-34.9% |
| Admin fee / account holder | $1,457 | $9,275-84.3% | $7,539-80.7% | $4,887-70.2% |