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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 | $49,758 | $104,694-52.5% | $85,709-41.9% | $167,536-70.3% |
| Participation rate | 47.6% | 76.4%-28.7pp | 69.9%-22.2pp | 82.1%-34.5pp |
| Annual return | 6.60% | 21.45%-14.9pp | 21.49%-14.9pp | 478.82%-472.2pp |
| Employer contribution / active EE | $1,743 | $3,337-47.8% | $2,619-33.4% | $4,839-64.0% |
| Participant deferral / active EE | $2,374 | $4,826-50.8% | $3,924-39.5% | $6,342-62.6% |
| Admin fee / account holder | $1,508 | $10,035-85.0% | $6,876-78.1% | $12,315-87.8% |