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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 | $49,915 | $75,541-33.9% | $152,093-67.2% | $82,637-39.6% |
| Participation rate | 56.5% | 66.5%-10.1pp | 77.8%-21.3pp | 68.1%-11.6pp |
| Annual return | 10.97% | 32.56%-21.6pp | 66.36%-55.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,370 | $2,622-9.6% | $4,175-43.2% | $2,552-7.2% |
| Participant deferral / active EE | $4,378 | $3,206+36.6% | $5,451-19.7% | $4,126+6.1% |
| Admin fee / account holder | $1,089 | $6,405-83.0% | $14,497-92.5% | $7,339-85.2% |