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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 | $54,168 | $99,343-45.5% | $84,751-36.1% | $273,968-80.2% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 1.44% | 22.93%-21.5pp | 22.78%-21.3pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,329 | $4,214-68.5% | $3,574-62.8% | $4,869-72.7% |
| Participant deferral / active EE | $2,554 | $4,269-40.2% | $3,712-31.2% | $5,287-51.7% |
| Admin fee / account holder | $9,427 | $6,645+41.9% | $5,333+76.8% | $10,132-7.0% |