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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 | $58,389 | $71,057-17.8% | $93,654-37.7% | $80,874-27.8% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.6%-31.6pp |
| Annual return | 8.80% | 11.26%-2.5pp | 133.34%-124.5pp | 35.62%-26.8pp |
| Employer contribution / active EE | $2,090 | $1,564+33.6% | $2,421-13.7% | $2,756-24.2% |
| Participant deferral / active EE | $3,026 | $4,034-25.0% | $4,413-31.4% | $4,297-29.6% |
| Admin fee / account holder | $7,190 | $6,944+3.5% | $8,282-13.2% | $6,935+3.7% |