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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 | $51,996 | $51,638+0.7% | $68,368-23.9% | $82,448-36.9% |
| Participation rate | 56.0% | 63.6%-7.6pp | 73.8%-17.8pp | 68.1%-12.1pp |
| Annual return | 10.61% | 37.53%-26.9pp | 292.57%-282.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,243 | $2,047-39.2% | $2,649-53.1% | $2,551-51.3% |
| Participant deferral / active EE | $1,243 | $2,914-57.3% | $4,123-69.8% | $4,139-70.0% |
| Admin fee / account holder | $3,122 | $4,643-32.8% | $5,150-39.4% | $7,234-56.8% |