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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 | $52,949 | $68,880-23.1% | $120,580-56.1% | $80,959-34.6% |
| Participation rate | 47.3% | 61.7%-14.4pp | 72.0%-24.7pp | 67.7%-20.4pp |
| Annual return | 8.68% | 23.68%-15.0pp | 107.48%-98.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,113 | $2,066-46.1% | $3,469-67.9% | $2,757-59.6% |
| Participant deferral / active EE | $2,131 | $3,191-33.2% | $4,995-57.3% | $4,300-50.4% |
| Admin fee / account holder | $4,150 | $5,785-28.3% | $9,418-55.9% | $6,925-40.1% |