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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 | $48,842 | $84,236-42.0% | $170,435-71.3% | $70,126-30.4% |
| Participation rate | 58.2% | 70.8%-12.6pp | 83.6%-25.4pp | 69.5%-11.4pp |
| Annual return | 11.98% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,364 | $3,387-59.7% | $5,432-74.9% | $2,343-41.8% |
| Participant deferral / active EE | $2,216 | $3,086-28.2% | $4,939-55.1% | $3,332-33.5% |
| Admin fee / account holder | $1,716 | $5,698-69.9% | $13,881-87.6% | $4,645-63.1% |