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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 | $55,929 | $89,259-37.3% | $107,187-47.8% | $82,637-32.3% |
| Participation rate | 53.1% | 67.9%-14.8pp | 75.0%-21.9pp | 68.1%-14.9pp |
| Annual return | 9.59% | 21.02%-11.4pp | 204.55%-195.0pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,238 | $3,080-59.8% | $3,782-67.3% | $2,552-51.5% |
| Participant deferral / active EE | $2,079 | $4,037-48.5% | $5,096-59.2% | $4,126-49.6% |
| Admin fee / account holder | $2,963 | $7,381-59.9% | $9,162-67.7% | $7,339-59.6% |