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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 | $48,783 | $109,908-55.6% | $97,161-49.8% | $145,978-66.6% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-22.0pp |
| Annual return | 6.20% | 243.80%-237.6pp | 75.36%-69.2pp | 550.52%-544.3pp |
| Employer contribution / active EE | $1,531 | $3,077-50.2% | $2,723-43.8% | $4,662-67.2% |
| Participant deferral / active EE | $2,203 | $4,679-52.9% | $4,265-48.3% | $6,690-67.1% |
| Admin fee / account holder | $20,964 | $6,213+237.4% | $5,647+271.2% | $13,400+56.4% |