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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 | $81,504-27.6% | $102,437-42.4% | $80,959-27.1% |
| Participation rate | 53.1% | 66.9%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 10.20% | 25.60%-15.4pp | 24.95%-14.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,602 | $3,104-48.4% | $3,871-58.6% | $2,757-41.9% |
| Participant deferral / active EE | $1,939 | $3,871-49.9% | $5,060-61.7% | $4,300-54.9% |
| Admin fee / account holder | $4,102 | $6,719-39.0% | $8,388-51.1% | $6,925-40.8% |