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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 | $111,814-56.2% | $103,378-52.6% | $145,978-66.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.31% | 24.80%-16.5pp | 24.91%-16.6pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,080 | $4,215-74.4% | $3,870-72.1% | $4,662-76.8% |
| Participant deferral / active EE | $3,858 | $5,618-31.3% | $5,058-23.7% | $6,690-42.3% |
| Admin fee / account holder | $13,032 | $9,764+33.5% | $8,401+55.1% | $13,400-2.8% |