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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 | $52,367 | $124,425-57.9% | $112,040-53.3% | $137,256-61.8% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 5.45% | 24.72%-19.3pp | 24.52%-19.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,486 | $3,411-56.5% | $2,954-49.7% | $4,156-64.3% |
| Participant deferral / active EE | $1,932 | $5,718-66.2% | $5,098-62.1% | $6,407-69.8% |
| Admin fee / account holder | $1,111 | $15,207-92.7% | $12,098-90.8% | $12,270-90.9% |