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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 | $48,992 | $110,410-55.6% | $102,437-52.2% | $145,897-66.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.31% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,080 | $4,217-74.4% | $3,871-72.1% | $4,663-76.8% |
| Participant deferral / active EE | $3,858 | $5,622-31.4% | $5,060-23.8% | $6,689-42.3% |
| Admin fee / account holder | $13,032 | $9,745+33.7% | $8,388+55.4% | $13,390-2.7% |