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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 | $63,870 | $172,111-62.9% | $150,298-57.5% | $137,256-53.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 10.41% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $4,318 | $4,636-6.9% | $4,154+4.0% | $4,156+3.9% |
| Participant deferral / active EE | $8,644 | $6,166+40.2% | $5,453+58.5% | $6,407+34.9% |
| Admin fee / account holder | $8,466 | $16,471-48.6% | $14,116-40.0% | $12,270-31.0% |