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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 | $52,329 | $138,393-62.2% | $184,256-71.6% | $80,959-35.4% |
| Participation rate | 68.0% | 83.9%-15.9pp | 86.8%-18.8pp | 67.7%+0.3pp |
| Annual return | 10.15% | 20.01%-9.9pp | 28.85%-18.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,091 | $4,847-56.9% | $6,427-67.5% | $2,757-24.2% |
| Participant deferral / active EE | $3,228 | $7,076-54.4% | $9,133-64.7% | $4,300-24.9% |
| Admin fee / account holder | $3,044 | $10,489-71.0% | $13,899-78.1% | $6,925-56.0% |