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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 | $51,017 | $108,825-53.1% | $156,181-67.3% | $82,448-38.1% |
| Participation rate | 42.3% | 72.4%-30.1pp | 78.8%-36.5pp | 68.1%-25.8pp |
| Annual return | 11.44% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,944 | $2,870-32.2% | $4,294-54.7% | $2,551-23.8% |
| Participant deferral / active EE | $2,080 | $4,577-54.6% | $6,132-66.1% | $4,139-49.8% |
| Admin fee / account holder | $401 | $9,341-95.7% | $14,586-97.2% | $7,234-94.5% |