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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 | $56,265 | $58,848-4.4% | $88,179-36.2% | $82,637-31.9% |
| Participation rate | 52.1% | 57.9%-5.8pp | 69.1%-17.1pp | 68.1%-16.0pp |
| Annual return | 12.67% | 22.76%-10.1pp | 64.97%-52.3pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,188 | $1,678-29.2% | $2,549-53.4% | $2,552-53.5% |
| Participant deferral / active EE | $2,609 | $3,124-16.5% | $4,614-43.4% | $4,126-36.8% |
| Admin fee / account holder | $1,154 | $4,795-75.9% | $7,673-85.0% | $7,339-84.3% |