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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 | $50,252 | $58,627-14.3% | $76,735-34.5% | $82,448-39.0% |
| Participation rate | 26.3% | 63.2%-36.9pp | 69.5%-43.2pp | 68.1%-41.8pp |
| Annual return | 9.61% | 39.10%-29.5pp | 29.77%-20.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,126 | $1,729-34.9% | $2,454-54.1% | $2,551-55.9% |
| Participant deferral / active EE | $1,544 | $3,134-50.7% | $4,088-62.2% | $4,139-62.7% |
| Admin fee / account holder | $3,467 | $5,323-34.9% | $7,189-51.8% | $7,234-52.1% |