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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 | $49,550 | $72,012-31.2% | $185,827-73.3% | $79,858-38.0% |
| Participation rate | 46.4% | 65.8%-19.3pp | 78.0%-31.6pp | 69.6%-23.2pp |
| Annual return | 11.49% | 23.12%-11.6pp | 35.96%-24.5pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,200 | $1,965-38.9% | $4,087-70.6% | $2,471-51.4% |
| Participant deferral / active EE | $2,499 | $3,779-33.9% | $5,633-55.6% | $3,740-33.2% |
| Admin fee / account holder | $3,051 | $4,513-32.4% | $9,502-67.9% | $5,306-42.5% |