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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 | $174,379-71.3% | $152,093-67.1% | $138,895-64.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 8.80% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,539 | $4,652-66.9% | $4,175-63.1% | $4,194-63.3% |
| Participant deferral / active EE | $4,092 | $6,159-33.6% | $5,451-24.9% | $6,396-36.0% |
| Admin fee / account holder | $31,327 | $16,880+85.6% | $14,497+116.1% | $12,562+149.4% |