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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 | $50,231 | $148,623-66.2% | $135,974-63.1% | $139,466-64.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 8.29% | 79.30%-71.0pp | 68.30%-60.0pp | 373.66%-365.4pp |
| Employer contribution / active EE | $2,231 | $5,246-57.5% | $4,859-54.1% | $4,754-53.1% |
| Participant deferral / active EE | $7,962 | $8,103-1.7% | $7,760+2.6% | $6,712+18.6% |
| Admin fee / account holder | $705 | $12,406-94.3% | $10,767-93.5% | $11,409-93.8% |