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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 | $50,147 | $88,672-43.4% | $105,223-52.3% | $82,448-39.2% |
| Participation rate | 36.8% | 67.9%-31.1pp | 75.0%-38.2pp | 68.1%-31.2pp |
| Annual return | 10.92% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,137 | $3,048-62.7% | $3,689-69.2% | $2,551-55.4% |
| Participant deferral / active EE | $2,099 | $4,036-48.0% | $5,072-58.6% | $4,139-49.3% |
| Admin fee / account holder | $12,785 | $7,146+78.9% | $8,859+44.3% | $7,234+76.7% |