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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 | $52,693 | $62,672-15.9% | $185,117-71.5% | $70,126-24.9% |
| Participation rate | 45.5% | 63.8%-18.3pp | 77.3%-31.8pp | 69.5%-24.1pp |
| Annual return | 11.87% | 40.79%-28.9pp | 40.50%-28.6pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,126 | $1,753-35.8% | $4,182-73.1% | $2,343-51.9% |
| Participant deferral / active EE | $1,529 | $3,272-53.3% | $5,045-69.7% | $3,332-54.1% |
| Admin fee / account holder | $817 | $3,932-79.2% | $8,159-90.0% | $4,645-82.4% |