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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 | $50,042 | $64,324-22.2% | $118,914-57.9% | $79,856-37.3% |
| Participation rate | 62.0% | 64.9%-2.9pp | 75.4%-13.4pp | 69.6%-7.7pp |
| Annual return | 9.18% | 86.45%-77.3pp | 35.89%-26.7pp | 31.71%-22.5pp |
| Employer contribution / active EE | $988 | $1,836-46.2% | $3,264-69.7% | $2,471-60.0% |
| Participant deferral / active EE | $2,928 | $2,824+3.7% | $4,266-31.4% | $3,741-21.7% |
| Admin fee / account holder | $1,545 | $4,040-61.8% | $6,582-76.5% | $5,306-70.9% |