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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 | $50,027 | $81,487-38.6% | $102,412-51.2% | $80,935-38.2% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.7%-11.7pp |
| Annual return | 9.03% | 25.60%-16.6pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,228 | $3,103-60.4% | $3,870-68.3% | $2,757-55.5% |
| Participant deferral / active EE | $1,862 | $3,871-51.9% | $5,060-63.2% | $4,299-56.7% |
| Admin fee / account holder | $9,663 | $6,717+43.8% | $8,388+15.2% | $6,924+39.5% |