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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 | $50,938 | $77,962-34.7% | $178,540-71.5% | $80,935-37.1% |
| Participation rate | 51.4% | 65.7%-14.2pp | 77.1%-25.7pp | 67.7%-16.2pp |
| Annual return | 10.39% | 18.10%-7.7pp | 27.15%-16.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,153 | $2,280-49.4% | $3,953-70.8% | $2,757-58.2% |
| Participant deferral / active EE | $1,604 | $4,404-63.6% | $6,281-74.5% | $4,299-62.7% |
| Admin fee / account holder | $7,944 | $7,156+11.0% | $10,424-23.8% | $6,924+14.7% |