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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 | $48,026 | $81,358-41.0% | $155,556-69.1% | $80,959-40.7% |
| Participation rate | 41.4% | 66.3%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 9.98% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,144 | $3,106-63.2% | $4,675-75.5% | $2,757-58.5% |
| Participant deferral / active EE | $2,708 | $3,455-21.6% | $5,631-51.9% | $4,300-37.0% |
| Admin fee / account holder | $1,945 | $7,994-75.7% | $15,885-87.8% | $6,925-71.9% |