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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 | $51,167 | $65,361-21.7% | $92,903-44.9% | $72,983-29.9% |
| Participation rate | 46.2% | 68.3%-22.2pp | 76.0%-29.8pp | 69.5%-23.3pp |
| Annual return | 9.68% | 42.11%-32.4pp | 109.43%-99.8pp | 81.01%-71.3pp |
| Employer contribution / active EE | $1,806 | $2,594-30.4% | $3,653-50.6% | $2,440-26.0% |
| Participant deferral / active EE | $2,083 | $3,128-33.4% | $4,238-50.8% | $3,608-42.3% |
| Admin fee / account holder | $4,223 | $4,251-0.7% | $5,795-27.1% | $5,124-17.6% |