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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 | $50,521 | $81,331-37.9% | $155,534-67.5% | $80,935-37.6% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 10.36% | 33.37%-23.0pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,995 | $3,105-35.7% | $4,675-57.3% | $2,757-27.6% |
| Participant deferral / active EE | $3,821 | $3,454+10.6% | $5,630-32.1% | $4,299-11.1% |
| Admin fee / account holder | $5,405 | $7,999-32.4% | $15,900-66.0% | $6,924-21.9% |