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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 | $54,917 | $81,276-32.4% | $155,574-64.7% | $80,925-32.1% |
| Participation rate | 52.9% | 66.2%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 8.87% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,247 | $3,103-59.8% | $4,676-73.3% | $2,756-54.8% |
| Participant deferral / active EE | $2,299 | $3,453-33.4% | $5,629-59.2% | $4,299-46.5% |
| Admin fee / account holder | $971 | $7,993-87.8% | $15,914-93.9% | $6,940-86.0% |