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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 | $46,484 | $86,949-46.5% | $102,460-54.6% | $80,959-42.6% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.7%-3.2pp |
| Annual return | 9.99% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,796 | $2,370-24.2% | $3,025-40.6% | $2,757-34.9% |
| Participant deferral / active EE | $3,583 | $4,121-13.1% | $5,056-29.1% | $4,300-16.7% |
| Admin fee / account holder | $4,327 | $8,048-46.2% | $9,460-54.3% | $6,925-37.5% |