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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 | $89,515-36.7% | $103,065-45.0% | $80,959-30.0% |
| Participation rate | 52.1% | 76.0%-23.9pp | 80.6%-28.5pp | 67.7%-15.6pp |
| Annual return | 10.04% | 22.82%-12.8pp | 23.95%-13.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,785 | $4,015-55.5% | $4,675-61.8% | $2,757-35.3% |
| Participant deferral / active EE | $3,343 | $5,463-38.8% | $6,625-49.5% | $4,300-22.3% |
| Admin fee / account holder | $9,711 | $6,527+48.8% | $9,349+3.9% | $6,925+40.2% |