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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 | $55,189 | $79,894-30.9% | $135,792-59.4% | $82,637-33.2% |
| Participation rate | 38.0% | 63.0%-25.0pp | 72.6%-34.6pp | 68.1%-30.1pp |
| Annual return | 5.75% | 17.20%-11.5pp | 25.96%-20.2pp | 53.51%-47.8pp |
| Employer contribution / active EE | $1,286 | $2,165-40.6% | $3,496-63.2% | $2,552-49.6% |
| Participant deferral / active EE | $1,927 | $3,194-39.7% | $4,759-59.5% | $4,126-53.3% |
| Admin fee / account holder | $510 | $6,434-92.1% | $12,266-95.8% | $7,339-93.1% |