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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 | $77,492-34.5% | $100,398-49.4% | $80,911-37.2% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 11.64% | 37.23%-25.6pp | 49.32%-37.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,810 | $2,800-35.4% | $3,946-54.1% | $2,756-34.3% |
| Participant deferral / active EE | $2,836 | $6,817-58.4% | $8,084-64.9% | $4,297-34.0% |
| Admin fee / account holder | $12,458 | $5,892+111.4% | $7,893+57.8% | $6,935+79.6% |