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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 | $47,627 | $125,237-62.0% | $105,608-54.9% | $145,877-67.4% |
| Participation rate | 52.6% | 77.7%-25.0pp | 75.3%-22.7pp | 80.3%-27.7pp |
| Annual return | 8.09% | 225.76%-217.7pp | 116.50%-108.4pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,318 | $3,720-64.6% | $3,167-58.4% | $4,663-71.7% |
| Participant deferral / active EE | $2,190 | $5,711-61.7% | $5,010-56.3% | $6,691-67.3% |
| Admin fee / account holder | $7,020 | $17,287-59.4% | $11,028-36.3% | $13,402-47.6% |