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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 | $49,747 | $201,372-75.3% | $184,260-73.0% | $145,884-65.9% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 0.58% | 29.04%-28.5pp | 28.84%-28.3pp | 551.85%-551.3pp |
| Employer contribution / active EE | $1,985 | $7,024-71.7% | $6,427-69.1% | $4,662-57.4% |
| Participant deferral / active EE | $6,243 | $9,808-36.3% | $9,133-31.6% | $6,690-6.7% |
| Admin fee / account holder | $11,951 | $16,362-27.0% | $13,898-14.0% | $13,392-10.8% |