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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 | $49,705 | $77,638-36.0% | $156,551-68.2% | $62,881-21.0% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.4pp | 69.3%-3.7pp |
| Annual return | 3.88% | 50.33%-46.4pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,552 | $3,444-54.9% | $5,501-71.8% | $2,281-32.0% |
| Participant deferral / active EE | $3,536 | $3,046+16.1% | $4,871-27.4% | $3,203+10.4% |
| Admin fee / account holder | $756 | $5,561-86.4% | $13,028-94.2% | $4,296-82.4% |