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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 | $43,469 | $81,476-46.6% | $102,383-57.5% | $80,925-46.3% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 8.07% | 25.59%-17.5pp | 24.94%-16.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $2,034 | $3,105-34.5% | $3,870-47.4% | $2,756-26.2% |
| Participant deferral / active EE | $3,563 | $3,871-8.0% | $5,060-29.6% | $4,299-17.1% |
| Admin fee / account holder | $5,571 | $6,717-17.1% | $8,391-33.6% | $6,940-19.7% |