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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 | $106,864-52.5% | $147,318-65.5% | $82,637-38.5% |
| Participation rate | 34.5% | 75.5%-41.0pp | 82.1%-47.5pp | 68.1%-33.5pp |
| Annual return | 12.93% | 27.49%-14.6pp | 70.43%-57.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,853 | $3,417-45.8% | $4,593-59.7% | $2,552-27.4% |
| Participant deferral / active EE | $2,879 | $6,496-55.7% | $7,906-63.6% | $4,126-30.2% |
| Admin fee / account holder | $5,876 | $8,415-30.2% | $13,708-57.1% | $7,339-19.9% |