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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 | $50,106 | $48,053+4.3% | $84,637-40.8% | $72,976-31.3% |
| Participation rate | 40.9% | 57.6%-16.7pp | 68.2%-27.4pp | 69.5%-28.6pp |
| Annual return | 4.12% | 37.39%-33.3pp | 258.82%-254.7pp | 81.02%-76.9pp |
| Employer contribution / active EE | $867 | $1,602-45.9% | $2,653-67.3% | $2,440-64.5% |
| Participant deferral / active EE | $1,453 | $2,681-45.8% | $3,900-62.8% | $3,608-59.7% |
| Admin fee / account holder | $1,442 | $3,395-57.5% | $4,914-70.7% | $5,124-71.9% |