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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 | $53,660 | $106,864-49.8% | $147,318-63.6% | $82,637-35.1% |
| Participation rate | 51.6% | 75.5%-23.9pp | 82.1%-30.5pp | 68.1%-16.4pp |
| Annual return | 14.03% | 27.49%-13.5pp | 70.43%-56.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,748 | $3,417-48.8% | $4,593-61.9% | $2,552-31.5% |
| Participant deferral / active EE | $3,311 | $6,496-49.0% | $7,906-58.1% | $4,126-19.8% |
| Admin fee / account holder | $7,623 | $8,415-9.4% | $13,708-44.4% | $7,339+3.9% |