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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 | $53,178 | $107,666-50.6% | $102,184-48.0% | $154,746-65.6% |
| Participation rate | 54.5% | 83.7%-29.2pp | 82.6%-28.1pp | 80.7%-26.2pp |
| Annual return | 5.04% | 29.33%-24.3pp | 31.58%-26.5pp | 172.34%-167.3pp |
| Employer contribution / active EE | $2,204 | $3,846-42.7% | $3,594-38.7% | $4,379-49.7% |
| Participant deferral / active EE | $3,300 | $8,719-62.2% | $8,309-60.3% | $6,730-51.0% |
| Admin fee / account holder | $98,753 | $12,943+663.0% | $11,609+750.7% | $14,365+587.4% |