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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 | $53,055 | $96,508-45.0% | $75,901-30.1% | $152,897-65.3% |
| Participation rate | 47.1% | 76.2%-29.1pp | 69.3%-22.2pp | 82.5%-35.4pp |
| Annual return | 5.52% | 33.99%-28.5pp | 30.76%-25.2pp | 345.43%-339.9pp |
| Employer contribution / active EE | $898 | $3,310-72.9% | $2,501-64.1% | $4,764-81.1% |
| Participant deferral / active EE | $1,796 | $4,554-60.6% | $3,603-50.1% | $5,851-69.3% |
| Admin fee / account holder | $9,013 | $8,081+11.5% | $5,420+66.3% | $11,599-22.3% |