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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 | $50,238 | $75,541-33.5% | $152,093-67.0% | $82,637-39.2% |
| Participation rate | 49.2% | 66.5%-17.4pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 12.30% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,028 | $2,622-60.8% | $4,175-75.4% | $2,552-59.7% |
| Participant deferral / active EE | $1,589 | $3,206-50.4% | $5,451-70.8% | $4,126-61.5% |
| Admin fee / account holder | $15,741 | $6,405+145.8% | $14,497+8.6% | $7,339+114.5% |