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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 | $49,160 | $95,415-48.5% | $185,851-73.5% | $85,851-42.7% |
| Participation rate | 59.5% | 68.8%-9.3pp | 81.7%-22.2pp | 69.3%-9.8pp |
| Annual return | 10.08% | 23.59%-13.5pp | 122.11%-112.0pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,165 | $3,314-64.8% | $5,168-77.5% | $2,565-54.6% |
| Participant deferral / active EE | $2,737 | $3,424-20.0% | $5,569-50.8% | $3,952-30.7% |
| Admin fee / account holder | $908 | $7,215-87.4% | $16,245-94.4% | $6,261-85.5% |