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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 | $55,059 | $81,358-32.3% | $155,556-64.6% | $80,959-32.0% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 6.98% | 33.39%-26.4pp | 64.84%-57.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $1,636 | $3,106-47.3% | $4,675-65.0% | $2,757-40.7% |
| Participant deferral / active EE | $3,064 | $3,455-11.3% | $5,631-45.6% | $4,300-28.7% |
| Admin fee / account holder | $6,836 | $7,994-14.5% | $15,885-57.0% | $6,925-1.3% |