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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 | $53,125 | $80,992-34.4% | $96,534-45.0% | $75,173-29.3% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 6.69% | 27.05%-20.4pp | 25.88%-19.2pp | 160.72%-154.0pp |
| Employer contribution / active EE | $1,192 | $2,283-47.8% | $2,965-59.8% | $2,671-55.4% |
| Participant deferral / active EE | $2,534 | $3,929-35.5% | $4,851-47.8% | $4,126-38.6% |
| Admin fee / account holder | $12,743 | $6,717+89.7% | $8,253+54.4% | $5,651+125.5% |