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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 | $50,667 | $81,331-37.7% | $155,534-67.4% | $80,935-37.4% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 9.81% | 33.37%-23.6pp | 64.92%-55.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,102 | $3,105-64.5% | $4,675-76.4% | $2,757-60.0% |
| Participant deferral / active EE | $4,141 | $3,454+19.9% | $5,630-26.5% | $4,299-3.7% |
| Admin fee / account holder | $1,960 | $7,999-75.5% | $15,900-87.7% | $6,924-71.7% |