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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 | $51,715 | $105,856-51.1% | $90,161-42.6% | $147,586-65.0% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 7.89% | 37.63%-29.7pp | 34.89%-27.0pp | 578.59%-570.7pp |
| Employer contribution / active EE | $1,683 | $4,126-59.2% | $3,318-49.3% | $4,876-65.5% |
| Participant deferral / active EE | $5,025 | $5,733-12.3% | $5,287-5.0% | $5,439-7.6% |
| Admin fee / account holder | $400 | $8,046-95.0% | $5,943-93.3% | $10,886-96.3% |