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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 | $49,165 | $77,920-36.9% | $149,723-67.2% | $75,177-34.6% |
| Participation rate | 55.9% | 65.6%-9.7pp | 78.8%-22.9pp | 67.2%-11.3pp |
| Annual return | 10.91% | 31.72%-20.8pp | 134.50%-123.6pp | 160.75%-149.8pp |
| Employer contribution / active EE | $1,532 | $3,138-51.2% | $4,821-68.2% | $2,671-42.6% |
| Participant deferral / active EE | $2,034 | $3,411-40.4% | $5,682-64.2% | $4,126-50.7% |
| Admin fee / account holder | $2,844 | $5,951-52.2% | $13,215-78.5% | $5,651-49.7% |