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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 | $50,214 | $25,014+100.7% | $69,460-27.7% | $80,911-37.9% |
| Participation rate | 60.5% | 64.2%-3.7pp | 66.4%-5.9pp | 67.6%-7.1pp |
| Annual return | 10.48% | 19.08%-8.6pp | 100.80%-90.3pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,085 | $991+9.5% | $1,714-36.7% | $2,756-60.6% |
| Participant deferral / active EE | $2,346 | $1,839+27.5% | $2,890-18.8% | $4,297-45.4% |
| Admin fee / account holder | $27,679 | $2,491+1011.2% | $4,695+489.5% | $6,935+299.1% |