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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 | $54,512 | $94,031-42.0% | $115,768-52.9% | $82,448-33.9% |
| Participation rate | 48.1% | 70.4%-22.3pp | 74.4%-26.2pp | 68.1%-19.9pp |
| Annual return | 8.67% | 20.61%-11.9pp | 100.46%-91.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,356 | $2,323-41.6% | $2,940-53.9% | $2,551-46.8% |
| Participant deferral / active EE | $1,759 | $3,972-55.7% | $4,917-64.2% | $4,139-57.5% |
| Admin fee / account holder | $7,200 | $10,249-29.8% | $12,439-42.1% | $7,234-0.5% |