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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 | $52,867 | $77,638-31.9% | $156,551-66.2% | $62,881-15.9% |
| Participation rate | 54.5% | 71.2%-16.7pp | 84.0%-29.5pp | 69.3%-14.8pp |
| Annual return | 3.22% | 50.33%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,554 | $3,444-54.9% | $5,501-71.8% | $2,281-31.9% |
| Participant deferral / active EE | $2,437 | $3,046-20.0% | $4,871-50.0% | $3,203-23.9% |
| Admin fee / account holder | $1,200 | $5,561-78.4% | $13,028-90.8% | $4,296-72.1% |