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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 | $50,805 | $99,875-49.1% | $146,866-65.4% | $86,983-41.6% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.5%-48.0pp | 69.5%-35.0pp |
| Annual return | 12.93% | 28.10%-15.2pp | 102.85%-89.9pp | 25.83%-12.9pp |
| Employer contribution / active EE | $1,853 | $3,224-42.5% | $4,425-58.1% | $2,584-28.3% |
| Participant deferral / active EE | $2,879 | $6,322-54.5% | $7,759-62.9% | $4,194-31.3% |
| Admin fee / account holder | $5,876 | $7,838-25.0% | $13,620-56.9% | $7,856-25.2% |