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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 | $47,751 | $98,776-51.7% | $149,745-68.1% | $79,856-40.2% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 12.31% | 27.38%-15.1pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,181 | $3,217-32.2% | $4,646-53.1% | $2,471-11.8% |
| Participant deferral / active EE | $4,610 | $5,681-18.9% | $6,843-32.6% | $3,741+23.3% |
| Admin fee / account holder | $1,495 | $6,053-75.3% | $9,312-83.9% | $5,306-71.8% |