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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 | $50,690 | $79,955-36.6% | $98,461-48.5% | $75,173-32.6% |
| Participation rate | 63.9% | 70.4%-6.4pp | 75.2%-11.2pp | 67.2%-3.3pp |
| Annual return | 12.54% | 19.75%-7.2pp | 21.17%-8.6pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,585 | $2,264-30.0% | $3,049-48.0% | $2,671-40.7% |
| Participant deferral / active EE | $2,931 | $3,752-21.9% | $4,738-38.1% | $4,126-29.0% |
| Admin fee / account holder | $12,179 | $6,841+78.0% | $8,961+35.9% | $5,651+115.5% |