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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 | $50,582 | $77,920-35.1% | $149,723-66.2% | $75,177-32.7% |
| Participation rate | 48.6% | 65.6%-16.9pp | 78.8%-30.1pp | 67.2%-18.6pp |
| Annual return | 11.71% | 31.72%-20.0pp | 134.50%-122.8pp | 160.75%-149.0pp |
| Employer contribution / active EE | $1,122 | $3,138-64.3% | $4,821-76.7% | $2,671-58.0% |
| Participant deferral / active EE | $1,794 | $3,411-47.4% | $5,682-68.4% | $4,126-56.5% |
| Admin fee / account holder | $3,308 | $5,951-44.4% | $13,215-75.0% | $5,651-41.5% |