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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 | $53,041 | $91,559-42.1% | $133,959-60.4% | $79,858-33.6% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.3pp |
| Annual return | 9.51% | 61.85%-52.3pp | 45.09%-35.6pp | 31.72%-22.2pp |
| Employer contribution / active EE | $1,150 | $2,384-51.7% | $3,919-70.6% | $2,471-53.4% |
| Participant deferral / active EE | $2,809 | $3,734-24.8% | $5,047-44.3% | $3,740-24.9% |
| Admin fee / account holder | $1,424 | $6,321-77.5% | $8,928-84.1% | $5,306-73.2% |