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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 | $51,731 | $77,460-33.2% | $100,378-48.5% | $80,925-36.1% |
| Participation rate | 63.2% | 76.9%-13.8pp | 81.5%-18.3pp | 67.7%-4.5pp |
| Annual return | 12.29% | 37.24%-24.9pp | 49.41%-37.1pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,604 | $2,801-42.7% | $3,942-59.3% | $2,756-41.8% |
| Participant deferral / active EE | $3,156 | $6,818-53.7% | $8,087-61.0% | $4,299-26.6% |
| Admin fee / account holder | $2,342 | $5,887-60.2% | $7,899-70.3% | $6,940-66.2% |