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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 | $47,629 | $81,476-41.5% | $102,383-53.5% | $80,925-41.1% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.5pp | 67.7%-13.6pp |
| Annual return | 8.37% | 25.59%-17.2pp | 24.94%-16.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,538 | $3,105-50.5% | $3,870-60.3% | $2,756-44.2% |
| Participant deferral / active EE | $4,542 | $3,871+17.3% | $5,060-10.2% | $4,299+5.7% |
| Admin fee / account holder | $3,766 | $6,717-43.9% | $8,391-55.1% | $6,940-45.7% |