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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 | $49,466 | $172,111-71.3% | $150,298-67.1% | $137,256-64.0% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 8.94% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,006 | $4,636-56.7% | $4,154-51.7% | $4,156-51.7% |
| Participant deferral / active EE | $4,235 | $6,166-31.3% | $5,453-22.3% | $6,407-33.9% |
| Admin fee / account holder | $21,974 | $16,471+33.4% | $14,116+55.7% | $12,270+79.1% |