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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 | $53,430 | $76,551-30.2% | $123,894-56.9% | $62,881-15.0% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 4.28% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,736 | $2,882-39.8% | $4,617-62.4% | $2,281-23.9% |
| Participant deferral / active EE | $2,128 | $4,840-56.0% | $5,984-64.4% | $3,203-33.6% |
| Admin fee / account holder | $6,485 | $4,826+34.4% | $8,357-22.4% | $4,296+51.0% |