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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 | $49,782 | $75,541-34.1% | $152,093-67.3% | $82,637-39.8% |
| Participation rate | 56.1% | 66.5%-10.4pp | 77.8%-21.6pp | 68.1%-11.9pp |
| Annual return | 9.86% | 32.56%-22.7pp | 66.36%-56.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $665 | $2,622-74.6% | $4,175-84.1% | $2,552-73.9% |
| Participant deferral / active EE | $2,455 | $3,206-23.4% | $5,451-55.0% | $4,126-40.5% |
| Admin fee / account holder | $8,367 | $6,405+30.6% | $14,497-42.3% | $7,339+14.0% |