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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 | $52,505 | $98,776-46.8% | $149,745-64.9% | $79,856-34.3% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 11.95% | 27.38%-15.4pp | 276.72%-264.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,247 | $3,217-30.2% | $4,646-51.6% | $2,471-9.1% |
| Participant deferral / active EE | $5,289 | $5,681-6.9% | $6,843-22.7% | $3,741+41.4% |
| Admin fee / account holder | $384 | $6,053-93.7% | $9,312-95.9% | $5,306-92.8% |