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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 | $52,687 | $77,901-32.4% | $149,717-64.8% | $75,181-29.9% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 8.99% | 31.73%-22.7pp | 134.41%-125.4pp | 160.69%-151.7pp |
| Employer contribution / active EE | $872 | $3,137-72.2% | $4,820-81.9% | $2,671-67.3% |
| Participant deferral / active EE | $1,220 | $3,411-64.2% | $5,682-78.5% | $4,126-70.4% |
| Admin fee / account holder | $1,616 | $5,949-72.8% | $13,213-87.8% | $5,650-71.4% |