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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 | $56,464 | $86,938-35.1% | $102,423-44.9% | $80,925-30.2% |
| Participation rate | 53.9% | 72.4%-18.5pp | 76.5%-22.6pp | 67.7%-13.7pp |
| Annual return | 8.92% | 18.89%-10.0pp | 29.42%-20.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,213 | $2,369-48.8% | $3,023-59.9% | $2,756-56.0% |
| Participant deferral / active EE | $2,758 | $4,120-33.1% | $5,054-45.4% | $4,299-35.8% |
| Admin fee / account holder | $14,290 | $8,053+77.5% | $9,455+51.1% | $6,940+105.9% |