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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 | $96,731-42.2% | $123,973-54.9% | $86,983-35.7% |
| Participation rate | 53.1% | 70.0%-16.9pp | 76.7%-23.5pp | 69.5%-16.4pp |
| Annual return | 9.59% | 17.33%-7.7pp | 388.13%-378.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $1,238 | $3,297-62.5% | $4,126-70.0% | $2,584-52.1% |
| Participant deferral / active EE | $2,079 | $4,152-49.9% | $5,247-60.4% | $4,194-50.4% |
| Admin fee / account holder | $2,963 | $8,722-66.0% | $11,799-74.9% | $7,856-62.3% |