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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 | $50,339 | $67,411-25.3% | $91,004-44.7% | $70,126-28.2% |
| Participation rate | 57.1% | 71.4%-14.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 6.30% | -40.16%+46.5pp | 4.60%+1.7pp | 73.15%-66.9pp |
| Employer contribution / active EE | $1,441 | $1,786-19.3% | $2,456-41.3% | $2,343-38.5% |
| Participant deferral / active EE | $2,007 | $2,823-28.9% | $3,548-43.4% | $3,332-39.8% |
| Admin fee / account holder | $5,016 | $4,236+18.4% | $5,417-7.4% | $4,645+8.0% |