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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 | $50,679 | $90,400-43.9% | $186,193-72.8% | $87,485-42.1% |
| Participation rate | 55.1% | 66.2%-11.1pp | 77.1%-22.0pp | 68.9%-13.8pp |
| Annual return | 9.16% | 22.15%-13.0pp | 78.03%-68.9pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,386 | $2,170-36.1% | $3,918-64.6% | $2,596-46.6% |
| Participant deferral / active EE | $2,777 | $4,330-35.9% | $6,513-57.4% | $4,274-35.0% |
| Admin fee / account holder | $5,087 | $8,673-41.4% | $11,058-54.0% | $7,775-34.6% |