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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 | $50,477 | $76,696-34.2% | $96,515-47.7% | $71,511-29.4% |
| Participation rate | 56.3% | 66.6%-10.3pp | 74.3%-18.0pp | 67.9%-11.6pp |
| Annual return | 13.61% | 48.32%-34.7pp | 35.73%-22.1pp | 28.86%-15.2pp |
| Employer contribution / active EE | $1,273 | $3,032-58.0% | $3,740-66.0% | $2,589-50.8% |
| Participant deferral / active EE | $2,334 | $3,770-38.1% | $4,880-52.2% | $4,291-45.6% |
| Admin fee / account holder | $5,743 | $2,030+182.9% | $6,735-14.7% | $1,588+261.5% |