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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 | $51,350 | $87,878-41.6% | $97,411-47.3% | $82,637-37.9% |
| Participation rate | 53.8% | 75.6%-21.7pp | 80.4%-26.5pp | 68.1%-14.2pp |
| Annual return | 12.95% | 54.63%-41.7pp | 34.72%-21.8pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,296 | $3,800-39.6% | $4,210-45.5% | $2,552-10.0% |
| Participant deferral / active EE | $2,849 | $5,525-48.4% | $5,886-51.6% | $4,126-31.0% |
| Admin fee / account holder | $398 | $6,743-94.1% | $7,145-94.4% | $7,339-94.6% |