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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 | $48,554 | $101,618-52.2% | $93,063-47.8% | $137,256-64.6% |
| Participation rate | 35.0% | 74.9%-39.9pp | 72.1%-37.1pp | 80.0%-45.0pp |
| Annual return | 7.95% | 223.95%-216.0pp | 34.15%-26.2pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,090 | $2,707-59.7% | $2,476-56.0% | $4,156-73.8% |
| Participant deferral / active EE | $3,693 | $4,279-13.7% | $3,958-6.7% | $6,407-42.4% |
| Admin fee / account holder | $2,135 | $6,198-65.6% | $6,033-64.6% | $12,270-82.6% |