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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 | $49,205 | $114,712-57.1% | $173,730-71.7% | $87,485-43.8% |
| Participation rate | 61.5% | 73.0%-11.5pp | 79.6%-18.0pp | 68.9%-7.4pp |
| Annual return | 11.20% | 20.18%-9.0pp | 19.96%-8.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,197 | $2,904-58.8% | $4,577-73.9% | $2,596-53.9% |
| Participant deferral / active EE | $2,146 | $4,642-53.8% | $6,326-66.1% | $4,274-49.8% |
| Admin fee / account holder | $3,296 | $10,210-67.7% | $17,523-81.2% | $7,775-57.6% |