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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 | $51,028 | $105,200-51.5% | $159,474-68.0% | $85,847-40.6% |
| Participation rate | 52.2% | 75.8%-23.5pp | 82.8%-30.6pp | 69.3%-17.1pp |
| Annual return | 11.27% | 45.08%-33.8pp | 263.68%-252.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $2,298 | $3,319-30.8% | $4,831-52.4% | $2,565-10.4% |
| Participant deferral / active EE | $4,595 | $5,946-22.7% | $7,353-37.5% | $3,952+16.3% |
| Admin fee / account holder | $5,347 | $6,934-22.9% | $10,802-50.5% | $6,261-14.6% |