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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 | $48,974 | $117,859-58.4% | $102,438-52.2% | $145,959-66.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.25% | 31.72%-23.5pp | 29.37%-21.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,426 | $3,615-60.6% | $3,024-52.9% | $4,661-69.4% |
| Participant deferral / active EE | $3,036 | $5,732-47.0% | $5,054-39.9% | $6,689-54.6% |
| Admin fee / account holder | $2,972 | $13,318-77.7% | $9,448-68.5% | $13,398-77.8% |