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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 | $48,622 | $77,901-37.6% | $149,717-67.5% | $75,181-35.3% |
| Participation rate | 61.0% | 65.6%-4.6pp | 78.8%-17.8pp | 67.2%-6.2pp |
| Annual return | 13.13% | 31.73%-18.6pp | 134.41%-121.3pp | 160.69%-147.6pp |
| Employer contribution / active EE | $1,011 | $3,137-67.8% | $4,820-79.0% | $2,671-62.2% |
| Participant deferral / active EE | $3,152 | $3,411-7.6% | $5,682-44.5% | $4,126-23.6% |
| Admin fee / account holder | $1,961 | $5,949-67.0% | $13,213-85.2% | $5,650-65.3% |