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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 | $52,972 | $91,559-42.1% | $133,959-60.5% | $79,858-33.7% |
| Participation rate | 36.1% | 73.3%-37.2pp | 79.8%-43.7pp | 69.6%-33.5pp |
| Annual return | 4.02% | 61.85%-57.8pp | 45.09%-41.1pp | 31.72%-27.7pp |
| Employer contribution / active EE | $1,167 | $2,384-51.1% | $3,919-70.2% | $2,471-52.8% |
| Participant deferral / active EE | $2,586 | $3,734-30.7% | $5,047-48.8% | $3,740-30.8% |
| Admin fee / account holder | $1,801 | $6,321-71.5% | $8,928-79.8% | $5,306-66.1% |