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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 | $49,976-3.3% | $66,674-27.5% | $82,637-41.5% |
| Participation rate | 37.9% | 63.1%-25.2pp | 73.7%-35.7pp | 68.1%-30.1pp |
| Annual return | 13.34% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $2,139 | $1,988+7.6% | $2,620-18.4% | $2,552-16.2% |
| Participant deferral / active EE | $2,736 | $2,847-3.9% | $4,084-33.0% | $4,126-33.7% |
| Admin fee / account holder | $4,890 | $4,594+6.5% | $5,098-4.1% | $7,339-33.4% |