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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 | $50,933 | $96,508-47.2% | $75,901-32.9% | $152,897-66.7% |
| Participation rate | 27.8% | 76.2%-48.4pp | 69.3%-41.5pp | 82.5%-54.7pp |
| Annual return | 2.18% | 33.99%-31.8pp | 30.76%-28.6pp | 345.43%-343.3pp |
| Employer contribution / active EE | $559 | $3,310-83.1% | $2,501-77.6% | $4,764-88.3% |
| Participant deferral / active EE | $2,783 | $4,554-38.9% | $3,603-22.8% | $5,851-52.4% |
| Admin fee / account holder | $2,067 | $8,081-74.4% | $5,420-61.9% | $11,599-82.2% |