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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 | $47,522 | $91,179-47.9% | $178,499-73.4% | $79,852-40.5% |
| Participation rate | 58.9% | 69.2%-10.3pp | 81.9%-23.0pp | 69.6%-10.7pp |
| Annual return | 6.94% | 24.19%-17.3pp | 151.10%-144.2pp | 31.72%-24.8pp |
| Employer contribution / active EE | $1,329 | $3,256-59.2% | $5,011-73.5% | $2,471-46.2% |
| Participant deferral / active EE | $2,513 | $3,236-22.3% | $5,202-51.7% | $3,740-32.8% |
| Admin fee / account holder | $2,677 | $6,749-60.3% | $13,986-80.9% | $5,306-49.6% |