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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 | $50,729 | $77,814-34.8% | $158,223-67.9% | $86,983-41.7% |
| Participation rate | 59.3% | 68.4%-9.2pp | 79.2%-19.9pp | 69.5%-10.3pp |
| Annual return | 7.48% | 30.54%-23.1pp | 52.09%-44.6pp | 25.83%-18.3pp |
| Employer contribution / active EE | $2,176 | $2,592-16.1% | $4,109-47.1% | $2,584-15.8% |
| Participant deferral / active EE | $5,585 | $3,270+70.8% | $5,467+2.2% | $4,194+33.2% |
| Admin fee / account holder | $3,611 | $5,879-38.6% | $16,047-77.5% | $7,856-54.0% |