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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 | $49,995 | $172,111-71.0% | $150,298-66.7% | $137,256-63.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 8.80% | 69.37%-60.6pp | 62.79%-54.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,539 | $4,636-66.8% | $4,154-62.9% | $4,156-63.0% |
| Participant deferral / active EE | $4,092 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $31,327 | $16,471+90.2% | $14,116+121.9% | $12,270+155.3% |