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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 | $51,354 | $75,541-32.0% | $152,093-66.2% | $82,637-37.9% |
| Participation rate | 56.7% | 66.5%-9.9pp | 77.8%-21.1pp | 68.1%-11.4pp |
| Annual return | 11.07% | 32.56%-21.5pp | 66.36%-55.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,347 | $2,622-48.6% | $4,175-67.7% | $2,552-47.2% |
| Participant deferral / active EE | $2,679 | $3,206-16.4% | $5,451-50.9% | $4,126-35.1% |
| Admin fee / account holder | $742 | $6,405-88.4% | $14,497-94.9% | $7,339-89.9% |