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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 | $48,320 | $114,119-57.7% | $107,187-54.9% | $138,895-65.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 8.99% | 273.21%-264.2pp | 204.55%-195.6pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,571 | $4,059-61.3% | $3,782-58.5% | $4,194-62.6% |
| Participant deferral / active EE | $4,151 | $5,538-25.0% | $5,096-18.5% | $6,396-35.1% |
| Admin fee / account holder | $15,452 | $10,024+54.2% | $9,162+68.6% | $12,562+23.0% |