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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 | $49,873 | $85,024-41.3% | $70,544-29.3% | $139,466-64.2% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 8.01% | 30.39%-22.4pp | 32.79%-24.8pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,239 | $3,912-42.8% | $2,976-24.7% | $4,754-52.9% |
| Participant deferral / active EE | $3,114 | $5,891-47.1% | $4,568-31.8% | $6,712-53.6% |
| Admin fee / account holder | $6,112 | $8,928-31.5% | $6,427-4.9% | $11,409-46.4% |