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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 | $50,913 | $89,259-43.0% | $107,187-52.5% | $82,637-38.4% |
| Participation rate | 52.5% | 67.9%-15.4pp | 75.0%-22.5pp | 68.1%-15.6pp |
| Annual return | 11.19% | 21.02%-9.8pp | 204.55%-193.4pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,244 | $3,080-59.6% | $3,782-67.1% | $2,552-51.3% |
| Participant deferral / active EE | $3,100 | $4,037-23.2% | $5,096-39.2% | $4,126-24.9% |
| Admin fee / account holder | $4,357 | $7,381-41.0% | $9,162-52.5% | $7,339-40.6% |