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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 | $48,953 | $174,379-71.9% | $152,093-67.8% | $138,895-64.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 10.83% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,962 | $4,652-57.8% | $4,175-53.0% | $4,194-53.2% |
| Participant deferral / active EE | $5,187 | $6,159-15.8% | $5,451-4.9% | $6,396-18.9% |
| Admin fee / account holder | $47,597 | $16,880+182.0% | $14,497+228.3% | $12,562+278.9% |