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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 | $49,587 | $76,407-35.1% | $150,298-67.0% | $82,448-39.9% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 12.98% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $800 | $2,614-69.4% | $4,154-80.7% | $2,551-68.6% |
| Participant deferral / active EE | $4,677 | $3,214+45.5% | $5,453-14.2% | $4,139+13.0% |
| Admin fee / account holder | $6,746 | $6,352+6.2% | $14,116-52.2% | $7,234-6.7% |