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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 | $51,048 | $56,110-9.0% | $94,993-46.3% | $70,124-27.2% |
| Participation rate | 26.9% | 65.0%-38.1pp | 73.9%-47.0pp | 69.5%-42.6pp |
| Annual return | 12.10% | 51.02%-38.9pp | 27.14%-15.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,140 | $1,442-21.0% | $2,603-56.2% | $2,342-51.3% |
| Participant deferral / active EE | $2,995 | $2,391+25.3% | $3,317-9.7% | $3,332-10.1% |
| Admin fee / account holder | $2,410 | $3,456-30.3% | $4,960-51.4% | $4,645-48.1% |