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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 | $49,211 | $69,977-29.7% | $108,582-54.7% | $62,881-21.7% |
| Participation rate | 57.7% | 72.9%-15.2pp | 79.6%-21.9pp | 69.3%-11.6pp |
| Annual return | 4.32% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,130 | $2,135-47.1% | $3,758-69.9% | $2,281-50.4% |
| Participant deferral / active EE | $2,155 | $3,165-31.9% | $4,311-50.0% | $3,203-32.7% |
| Admin fee / account holder | $3,418 | $5,076-32.7% | $7,645-55.3% | $4,296-20.4% |