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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 | $100,970-49.8% | $96,576-47.5% | $137,256-63.0% |
| Participation rate | 5.6% | 82.6%-77.1pp | 81.4%-75.9pp | 80.0%-74.4pp |
| Annual return | 7.18% | 38.16%-31.0pp | 38.47%-31.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,671 | $3,809-29.9% | $3,553-24.8% | $4,156-35.7% |
| Participant deferral / active EE | $5,484 | $8,286-33.8% | $7,956-31.1% | $6,407-14.4% |
| Admin fee / account holder | $57,790 | $11,312+410.9% | $11,381+407.8% | $12,270+371.0% |