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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 | $77,814-36.0% | $158,223-68.5% | $86,983-42.8% |
| Participation rate | 56.1% | 68.4%-12.3pp | 79.2%-23.1pp | 69.5%-13.4pp |
| Annual return | 9.86% | 30.54%-20.7pp | 52.09%-42.2pp | 25.83%-16.0pp |
| Employer contribution / active EE | $665 | $2,592-74.3% | $4,109-83.8% | $2,584-74.3% |
| Participant deferral / active EE | $2,455 | $3,270-24.9% | $5,467-55.1% | $4,194-41.5% |
| Admin fee / account holder | $8,367 | $5,879+42.3% | $16,047-47.9% | $7,856+6.5% |