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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 | $138,385-62.2% | $184,200-71.6% | $80,874-35.3% |
| Participation rate | 68.0% | 83.9%-15.9pp | 86.8%-18.8pp | 67.6%+0.4pp |
| Annual return | 10.15% | 20.02%-9.9pp | 28.80%-18.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,091 | $4,849-56.9% | $6,424-67.5% | $2,756-24.1% |
| Participant deferral / active EE | $3,228 | $7,073-54.4% | $9,132-64.7% | $4,297-24.9% |
| Admin fee / account holder | $3,044 | $10,483-71.0% | $13,907-78.1% | $6,935-56.1% |