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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 | $54,242 | $65,367-17.0% | $92,915-41.6% | $72,976-25.7% |
| Participation rate | 51.9% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.6pp |
| Annual return | 10.01% | 42.11%-32.1pp | 109.45%-99.4pp | 81.02%-71.0pp |
| Employer contribution / active EE | $1,120 | $2,594-56.8% | $3,653-69.3% | $2,440-54.1% |
| Participant deferral / active EE | $4,886 | $3,128+56.2% | $4,238+15.3% | $3,608+35.4% |
| Admin fee / account holder | $1,091 | $4,251-74.3% | $5,796-81.2% | $5,124-78.7% |