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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 | $53,888 | $86,949-38.0% | $102,460-47.4% | $80,959-33.4% |
| Participation rate | 38.8% | 72.4%-33.6pp | 76.5%-37.7pp | 67.7%-28.9pp |
| Annual return | 9.86% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,060 | $2,370-55.3% | $3,025-65.0% | $2,757-61.6% |
| Participant deferral / active EE | $2,016 | $4,121-51.1% | $5,056-60.1% | $4,300-53.1% |
| Admin fee / account holder | $5,182 | $8,048-35.6% | $9,460-45.2% | $6,925-25.2% |