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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 | $51,012 | $111,814-54.4% | $93,654-45.5% | $145,959-65.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.33% | 203.30%-196.0pp | 133.34%-126.0pp | 561.95%-554.6pp |
| Employer contribution / active EE | $793 | $3,092-74.4% | $2,421-67.3% | $4,661-83.0% |
| Participant deferral / active EE | $5,191 | $4,914+5.6% | $4,413+17.6% | $6,689-22.4% |
| Admin fee / account holder | $14,664 | $10,246+43.1% | $8,282+77.1% | $13,398+9.5% |