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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 | $50,703 | $72,273-29.8% | $101,275-49.9% | $79,856-36.5% |
| Participation rate | 43.6% | 68.5%-24.9pp | 75.8%-32.2pp | 69.6%-26.1pp |
| Annual return | 8.31% | 22.30%-14.0pp | 46.48%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,512 | $2,691-43.8% | $3,660-58.7% | $2,471-38.8% |
| Participant deferral / active EE | $2,752 | $3,282-16.1% | $4,371-37.0% | $3,741-26.4% |
| Admin fee / account holder | $9,826 | $4,401+123.2% | $5,948+65.2% | $5,306+85.2% |