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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 | $51,893 | $105,210-50.7% | $159,487-67.5% | $85,851-39.6% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.8%-13.8pp | 69.3%-0.3pp |
| Annual return | 10.28% | 45.08%-34.8pp | 263.71%-253.4pp | 318.63%-308.4pp |
| Employer contribution / active EE | $1,939 | $3,319-41.6% | $4,831-59.9% | $2,565-24.4% |
| Participant deferral / active EE | $4,445 | $5,946-25.3% | $7,354-39.6% | $3,952+12.5% |
| Admin fee / account holder | $2,909 | $6,934-58.1% | $10,804-73.1% | $6,261-53.5% |