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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 | $54,447 | $78,682-30.8% | $109,188-50.1% | $85,851-36.6% |
| Participation rate | 52.9% | 68.3%-15.3pp | 75.9%-22.9pp | 69.3%-16.4pp |
| Annual return | 9.60% | 25.09%-15.5pp | 25.76%-16.2pp | 318.63%-309.0pp |
| Employer contribution / active EE | $1,176 | $2,734-57.0% | $3,723-68.4% | $2,565-54.2% |
| Participant deferral / active EE | $2,005 | $3,468-42.2% | $4,654-56.9% | $3,952-49.3% |
| Admin fee / account holder | $443 | $5,470-91.9% | $6,755-93.4% | $6,261-92.9% |