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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 | $51,443 | $91,198-43.6% | $178,503-71.2% | $79,856-35.6% |
| Participation rate | 63.5% | 69.2%-5.7pp | 81.9%-18.4pp | 69.6%-6.1pp |
| Annual return | 5.41% | 24.20%-18.8pp | 151.12%-145.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,301 | $3,257-60.0% | $5,011-74.0% | $2,471-47.3% |
| Participant deferral / active EE | $1,122 | $3,237-65.3% | $5,202-78.4% | $3,741-70.0% |
| Admin fee / account holder | $8,147 | $6,748+20.7% | $13,987-41.8% | $5,306+53.5% |