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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 | $56,980 | $72,471-21.4% | $94,215-39.5% | $86,983-34.5% |
| Participation rate | 52.0% | 63.9%-11.9pp | 70.0%-18.0pp | 69.5%-17.5pp |
| Annual return | 10.66% | 26.44%-15.8pp | 28.22%-17.6pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,725 | $1,936-10.9% | $2,675-35.5% | $2,584-33.3% |
| Participant deferral / active EE | $2,524 | $3,397-25.7% | $4,276-41.0% | $4,194-39.8% |
| Admin fee / account holder | $11,531 | $6,468+78.3% | $10,216+12.9% | $7,856+46.8% |