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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 | $109,782-53.8% | $260,467-80.5% | $94,015-46.1% |
| Participation rate | 55.1% | 67.2%-12.1pp | 80.5%-25.3pp | 70.8%-15.7pp |
| Annual return | 9.16% | 18.60%-9.4pp | 100.60%-91.4pp | 17.84%-8.7pp |
| Employer contribution / active EE | $1,386 | $2,147-35.4% | $4,239-67.3% | $2,790-50.3% |
| Participant deferral / active EE | $2,777 | $4,044-31.3% | $6,319-56.1% | $4,249-34.6% |
| Admin fee / account holder | $5,087 | $11,958-57.5% | $15,461-67.1% | $8,951-43.2% |