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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 | $47,293 | $71,230-33.6% | $93,727-49.5% | $80,959-41.6% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 7.88% | 11.26%-3.4pp | 133.83%-126.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $1,852 | $1,565+18.3% | $2,421-23.5% | $2,757-32.8% |
| Participant deferral / active EE | $3,704 | $4,037-8.3% | $4,417-16.1% | $4,300-13.9% |
| Admin fee / account holder | $7,324 | $6,961+5.2% | $8,292-11.7% | $6,925+5.8% |