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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 | $48,325 | $51,638-6.4% | $68,368-29.3% | $82,448-41.4% |
| Participation rate | 37.9% | 63.6%-25.7pp | 73.8%-35.8pp | 68.1%-30.1pp |
| Annual return | 13.34% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,139 | $2,047+4.5% | $2,649-19.2% | $2,551-16.1% |
| Participant deferral / active EE | $2,736 | $2,914-6.1% | $4,123-33.6% | $4,139-33.9% |
| Admin fee / account holder | $4,890 | $4,643+5.3% | $5,150-5.0% | $7,234-32.4% |