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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 | $50,838 | $115,225-55.9% | $100,712-49.5% | $138,895-63.4% |
| Participation rate | 52.9% | 74.3%-21.4pp | 69.3%-16.3pp | 79.9%-27.0pp |
| Annual return | 6.23% | 40.35%-34.1pp | 33.27%-27.0pp | 145.39%-139.2pp |
| Employer contribution / active EE | $915 | $2,771-67.0% | $2,313-60.4% | $4,194-78.2% |
| Participant deferral / active EE | $1,232 | $4,699-73.8% | $4,085-69.8% | $6,396-80.7% |
| Admin fee / account holder | $2,634 | $10,844-75.7% | $9,256-71.5% | $12,562-79.0% |