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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 | $51,063 | $67,602-24.5% | $82,312-38.0% | $70,126-27.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,515 | $1,755-13.7% | $2,428-37.6% | $2,343-35.3% |
| Participant deferral / active EE | $3,414 | $2,987+14.3% | $3,706-7.9% | $3,332+2.5% |
| Admin fee / account holder | $327 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |