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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 | $50,982 | $79,955-36.2% | $98,450-48.2% | $75,181-32.2% |
| Participation rate | 54.5% | 70.4%-15.8pp | 75.2%-20.6pp | 67.2%-12.7pp |
| Annual return | 12.60% | 19.75%-7.1pp | 21.16%-8.6pp | 160.69%-148.1pp |
| Employer contribution / active EE | $837 | $2,264-63.0% | $3,049-72.5% | $2,671-68.6% |
| Participant deferral / active EE | $3,939 | $3,752+5.0% | $4,739-16.9% | $4,126-4.5% |
| Admin fee / account holder | $6,198 | $6,841-9.4% | $8,961-30.8% | $5,650+9.7% |