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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 | $48,279 | $124,314-61.2% | $109,163-55.8% | $167,518-71.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 8.73% | 26.04%-17.3pp | 25.75%-17.0pp | 478.71%-470.0pp |
| Employer contribution / active EE | $2,243 | $4,209-46.7% | $3,723-39.7% | $4,838-53.6% |
| Participant deferral / active EE | $2,457 | $5,256-53.3% | $4,654-47.2% | $6,342-61.3% |
| Admin fee / account holder | $3,271 | $7,973-59.0% | $6,754-51.6% | $12,312-73.4% |