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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 | $55,388 | $138,386-60.0% | $184,260-69.9% | $80,935-31.6% |
| Participation rate | 48.3% | 83.9%-35.6pp | 86.8%-38.5pp | 67.7%-19.4pp |
| Annual return | 9.49% | 20.02%-10.5pp | 28.84%-19.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,859 | $4,851-61.7% | $6,427-71.1% | $2,757-32.5% |
| Participant deferral / active EE | $3,482 | $7,076-50.8% | $9,133-61.9% | $4,299-19.0% |
| Admin fee / account holder | $9,098 | $10,489-13.3% | $13,898-34.5% | $6,924+31.4% |