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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 | $53,012 | $100,970-47.5% | $96,576-45.1% | $137,256-61.4% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 9.84% | 38.16%-28.3pp | 38.47%-28.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,917 | $3,809-49.7% | $3,553-46.1% | $4,156-53.9% |
| Participant deferral / active EE | $5,462 | $8,286-34.1% | $7,956-31.4% | $6,407-14.7% |
| Admin fee / account holder | $11,135 | $11,312-1.6% | $11,381-2.2% | $12,270-9.2% |