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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 | $53,698 | $67,602-20.6% | $82,312-34.8% | $70,126-23.4% |
| Participation rate | 56.2% | 72.8%-16.6pp | 76.9%-20.7pp | 69.5%-13.4pp |
| Annual return | 11.77% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,341 | $1,755-23.6% | $2,428-44.8% | $2,343-42.7% |
| Participant deferral / active EE | $3,105 | $2,987+3.9% | $3,706-16.2% | $3,332-6.8% |
| Admin fee / account holder | $1,521 | $4,512-66.3% | $5,608-72.9% | $4,645-67.3% |