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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 | $56,693 | $89,532-36.7% | $103,447-45.2% | $80,925-29.9% |
| Participation rate | 52.1% | 76.0%-24.0pp | 80.5%-28.4pp | 67.7%-15.6pp |
| Annual return | 10.04% | 22.80%-12.8pp | 23.92%-13.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,785 | $4,023-55.6% | $4,678-61.8% | $2,756-35.2% |
| Participant deferral / active EE | $3,343 | $5,459-38.8% | $6,624-49.5% | $4,299-22.2% |
| Admin fee / account holder | $9,711 | $6,774+43.4% | $9,415+3.1% | $6,940+39.9% |