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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 | $50,565 | $91,167-44.5% | $178,498-71.7% | $79,858-36.7% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 6.24% | 24.19%-18.0pp | 151.09%-144.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,876 | $3,255-42.4% | $5,011-62.6% | $2,471-24.1% |
| Participant deferral / active EE | $4,197 | $3,236+29.7% | $5,202-19.3% | $3,740+12.2% |
| Admin fee / account holder | $407 | $6,747-94.0% | $13,985-97.1% | $5,306-92.3% |