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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 | $89,698-36.8% | $103,464-45.2% | $80,874-29.9% |
| Participation rate | 52.1% | 76.0%-23.9pp | 80.5%-28.4pp | 67.6%-15.6pp |
| Annual return | 10.04% | 22.78%-12.7pp | 23.91%-13.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,785 | $4,018-55.6% | $4,677-61.8% | $2,756-35.2% |
| Participant deferral / active EE | $3,343 | $5,456-38.7% | $6,624-49.5% | $4,297-22.2% |
| Admin fee / account holder | $9,711 | $6,768+43.5% | $9,410+3.2% | $6,935+40.0% |