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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 | $50,658 | $67,602-25.1% | $82,312-38.5% | $70,126-27.8% |
| Participation rate | 54.1% | 72.8%-18.7pp | 76.9%-22.8pp | 69.5%-15.5pp |
| Annual return | 11.80% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,128 | $1,755-35.7% | $2,428-53.5% | $2,343-51.8% |
| Participant deferral / active EE | $1,568 | $2,987-47.5% | $3,706-57.7% | $3,332-52.9% |
| Admin fee / account holder | $1,006 | $4,512-77.7% | $5,608-82.1% | $4,645-78.3% |