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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 | $50,371 | $111,535-54.8% | $105,223-52.1% | $137,256-63.3% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 9.53% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,677 | $3,939-57.4% | $3,689-54.5% | $4,156-59.7% |
| Participant deferral / active EE | $2,412 | $5,500-56.1% | $5,072-52.4% | $6,407-62.4% |
| Admin fee / account holder | $23,167 | $9,721+138.3% | $8,859+161.5% | $12,270+88.8% |