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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 | $49,386 | $152,460-67.6% | $118,746-58.4% | $147,586-66.5% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.3%-15.8pp | 82.8%-20.3pp |
| Annual return | 5.55% | 17.41%-11.9pp | 24.54%-19.0pp | 578.59%-573.0pp |
| Employer contribution / active EE | $2,326 | $5,046-53.9% | $4,193-44.5% | $4,876-52.3% |
| Participant deferral / active EE | $2,429 | $6,212-60.9% | $5,332-54.5% | $5,439-55.3% |
| Admin fee / account holder | $663 | $16,953-96.1% | $10,720-93.8% | $10,886-93.9% |