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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 | $49,316 | $86,288-42.8% | $111,306-55.7% | $85,851-42.6% |
| Participation rate | 55.3% | 73.3%-18.1pp | 77.3%-22.1pp | 69.3%-14.1pp |
| Annual return | 10.36% | 19.99%-9.6pp | 54.67%-44.3pp | 318.63%-308.3pp |
| Employer contribution / active EE | $1,032 | $2,044-49.5% | $2,732-62.2% | $2,565-59.8% |
| Participant deferral / active EE | $2,315 | $3,641-36.4% | $4,488-48.4% | $3,952-41.4% |
| Admin fee / account holder | $4,607 | $8,189-43.7% | $7,966-42.2% | $6,261-26.4% |