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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 | $53,793 | $90,400-40.5% | $186,193-71.1% | $87,485-38.5% |
| Participation rate | 48.3% | 66.2%-17.9pp | 77.1%-28.8pp | 68.9%-20.7pp |
| Annual return | 6.61% | 22.15%-15.5pp | 78.03%-71.4pp | 26.06%-19.5pp |
| Employer contribution / active EE | $1,049 | $2,170-51.7% | $3,918-73.2% | $2,596-59.6% |
| Participant deferral / active EE | $1,734 | $4,330-60.0% | $6,513-73.4% | $4,274-59.4% |
| Admin fee / account holder | $1,136 | $8,673-86.9% | $11,058-89.7% | $7,775-85.4% |