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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 | $50,579 | $51,638-2.0% | $68,368-26.0% | $82,448-38.7% |
| Participation rate | 43.2% | 63.6%-20.4pp | 73.8%-30.5pp | 68.1%-24.9pp |
| Annual return | 10.49% | 37.53%-27.0pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,919 | $2,047-6.2% | $2,649-27.6% | $2,551-24.8% |
| Participant deferral / active EE | $3,418 | $2,914+17.3% | $4,123-17.1% | $4,139-17.4% |
| Admin fee / account holder | $10,580 | $4,643+127.9% | $5,150+105.5% | $7,234+46.3% |