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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 | $36,303 | $98,766-63.2% | $149,730-75.8% | $79,852-54.5% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 11.45% | 27.43%-16.0pp | 276.70%-265.3pp | 31.72%-20.3pp |
| Employer contribution / active EE | $2,002 | $3,217-37.8% | $4,645-56.9% | $2,471-19.0% |
| Participant deferral / active EE | $4,504 | $5,681-20.7% | $6,843-34.2% | $3,740+20.4% |
| Admin fee / account holder | $3,712 | $6,052-38.7% | $9,310-60.1% | $5,306-30.0% |