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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 | $49,007 | $91,559-46.5% | $133,971-63.4% | $79,852-38.6% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 8.96% | 61.85%-52.9pp | 45.09%-36.1pp | 31.72%-22.8pp |
| Employer contribution / active EE | $815 | $2,384-65.8% | $3,919-79.2% | $2,471-67.0% |
| Participant deferral / active EE | $2,217 | $3,734-40.6% | $5,047-56.1% | $3,740-40.7% |
| Admin fee / account holder | $1,921 | $6,321-69.6% | $8,929-78.5% | $5,306-63.8% |