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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 | $58,990 | $81,446-27.6% | $103,374-42.9% | $80,874-27.1% |
| Participation rate | 53.1% | 66.9%-13.7pp | 74.5%-21.4pp | 67.6%-14.5pp |
| Annual return | 10.20% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,602 | $3,107-48.5% | $3,869-58.6% | $2,756-41.9% |
| Participant deferral / active EE | $1,939 | $3,870-49.9% | $5,058-61.7% | $4,297-54.9% |
| Admin fee / account holder | $4,102 | $6,715-38.9% | $8,394-51.1% | $6,935-40.9% |