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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 | $49,614 | $165,399-70.0% | $149,745-66.9% | $158,982-68.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.25% | 348.34%-344.1pp | 276.72%-272.5pp | 302.99%-298.7pp |
| Employer contribution / active EE | $2,363 | $5,105-53.7% | $4,646-49.1% | $4,763-50.4% |
| Participant deferral / active EE | $7,902 | $7,183+10.0% | $6,843+15.5% | $5,983+32.1% |
| Admin fee / account holder | $25,588 | $10,811+136.7% | $9,312+174.8% | $11,252+127.4% |