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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 | $50,728 | $107,666-52.9% | $102,184-50.4% | $154,746-67.2% |
| Participation rate | 5.6% | 83.7%-78.2pp | 82.6%-77.0pp | 80.7%-75.1pp |
| Annual return | 7.18% | 29.33%-22.2pp | 31.58%-24.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,671 | $3,846-30.5% | $3,594-25.7% | $4,379-39.0% |
| Participant deferral / active EE | $5,484 | $8,719-37.1% | $8,309-34.0% | $6,730-18.5% |
| Admin fee / account holder | $57,790 | $12,943+346.5% | $11,609+397.8% | $14,365+302.3% |