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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 | $68,878-23.1% | $120,574-56.1% | $80,935-34.6% |
| Participation rate | 47.3% | 61.7%-14.4pp | 71.9%-24.7pp | 67.7%-20.4pp |
| Annual return | 8.68% | 23.67%-15.0pp | 107.42%-98.7pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,113 | $2,065-46.1% | $3,471-67.9% | $2,757-59.6% |
| Participant deferral / active EE | $2,131 | $3,189-33.2% | $4,996-57.3% | $4,299-50.4% |
| Admin fee / account holder | $4,150 | $5,782-28.2% | $9,445-56.1% | $6,924-40.1% |