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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 | $47,119 | $106,749-55.9% | $145,433-67.6% | $82,448-42.9% |
| Participation rate | 48.2% | 75.6%-27.4pp | 82.1%-33.9pp | 68.1%-19.9pp |
| Annual return | 13.75% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,317 | $3,444-32.7% | $4,554-49.1% | $2,551-9.2% |
| Participant deferral / active EE | $3,092 | $6,519-52.6% | $7,897-60.9% | $4,139-25.3% |
| Admin fee / account holder | $4,621 | $8,390-44.9% | $13,129-64.8% | $7,234-36.1% |