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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 | $48,352 | $48,076+0.6% | $78,690-38.6% | $62,891-23.1% |
| Participation rate | 54.1% | 65.2%-11.2pp | 73.6%-19.5pp | 69.3%-15.3pp |
| Annual return | 4.11% | 31.35%-27.2pp | 62.18%-58.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,097 | $2,015-45.6% | $2,851-61.5% | $2,281-51.9% |
| Participant deferral / active EE | $2,484 | $2,588-4.0% | $3,517-29.4% | $3,203-22.5% |
| Admin fee / account holder | $6,439 | $3,207+100.7% | $4,511+42.7% | $4,296+49.9% |