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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 | $68,573-22.8% | $120,368-56.0% | $80,874-34.5% |
| Participation rate | 47.3% | 61.6%-14.3pp | 71.9%-24.6pp | 67.6%-20.4pp |
| Annual return | 8.68% | 23.61%-14.9pp | 107.26%-98.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,113 | $2,052-45.7% | $3,465-67.9% | $2,756-59.6% |
| Participant deferral / active EE | $2,131 | $3,174-32.8% | $4,991-57.3% | $4,297-50.4% |
| Admin fee / account holder | $4,150 | $5,734-27.6% | $9,429-56.0% | $6,935-40.2% |