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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 | $54,888 | $106,749-48.6% | $145,433-62.3% | $82,448-33.4% |
| Participation rate | 56.3% | 75.6%-19.4pp | 82.1%-25.9pp | 68.1%-11.8pp |
| Annual return | 14.15% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,926 | $3,444-44.1% | $4,554-57.7% | $2,551-24.5% |
| Participant deferral / active EE | $4,119 | $6,519-36.8% | $7,897-47.8% | $4,139-0.5% |
| Admin fee / account holder | $2,873 | $8,390-65.8% | $13,129-78.1% | $7,234-60.3% |