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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 | $81,331-40.9% | $155,534-69.1% | $80,935-40.7% |
| Participation rate | 41.4% | 66.3%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 9.98% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,144 | $3,105-63.1% | $4,675-75.5% | $2,757-58.5% |
| Participant deferral / active EE | $2,708 | $3,454-21.6% | $5,630-51.9% | $4,299-37.0% |
| Admin fee / account holder | $1,945 | $7,999-75.7% | $15,900-87.8% | $6,924-71.9% |