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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 | $50,780 | $78,423-35.2% | $95,964-47.1% | $79,856-36.4% |
| Participation rate | 53.0% | 73.5%-20.5pp | 77.1%-24.1pp | 69.6%-16.6pp |
| Annual return | 9.42% | 19.37%-10.0pp | 91.64%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,018 | $1,945-47.7% | $2,541-59.9% | $2,471-58.8% |
| Participant deferral / active EE | $2,239 | $3,440-34.9% | $4,167-46.3% | $3,741-40.1% |
| Admin fee / account holder | $4,589 | $5,622-18.4% | $6,797-32.5% | $5,306-13.5% |