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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 | $50,794 | $77,472-34.4% | $100,392-49.4% | $80,935-37.2% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.7%-1.0pp |
| Annual return | 11.64% | 37.26%-25.6pp | 49.45%-37.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,810 | $2,800-35.4% | $3,941-54.1% | $2,757-34.4% |
| Participant deferral / active EE | $2,836 | $6,818-58.4% | $8,090-64.9% | $4,299-34.0% |
| Admin fee / account holder | $12,458 | $5,885+111.7% | $7,904+57.6% | $6,924+79.9% |