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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 | $94,436-42.3% | $115,599-52.8% | $82,637-34.0% |
| Participation rate | 48.1% | 70.4%-22.3pp | 74.3%-26.1pp | 68.1%-19.9pp |
| Annual return | 8.67% | 18.37%-9.7pp | 111.10%-102.4pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,356 | $2,324-41.6% | $2,955-54.1% | $2,552-46.8% |
| Participant deferral / active EE | $1,759 | $3,955-55.5% | $4,889-64.0% | $4,126-57.4% |
| Admin fee / account holder | $7,200 | $10,328-30.3% | $12,841-43.9% | $7,339-1.9% |