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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 | $52,237 | $77,920-33.0% | $149,723-65.1% | $75,177-30.5% |
| Participation rate | 31.1% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.1pp |
| Annual return | 13.25% | 31.72%-18.5pp | 134.50%-121.2pp | 160.75%-147.5pp |
| Employer contribution / active EE | $850 | $3,138-72.9% | $4,821-82.4% | $2,671-68.2% |
| Participant deferral / active EE | $1,540 | $3,411-54.9% | $5,682-72.9% | $4,126-62.7% |
| Admin fee / account holder | $4,922 | $5,951-17.3% | $13,215-62.8% | $5,651-12.9% |