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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 | $77,523-34.5% | $100,383-49.4% | $80,874-37.2% |
| Participation rate | 66.7% | 77.0%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 11.64% | 37.21%-25.6pp | 49.26%-37.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,810 | $2,801-35.4% | $3,944-54.1% | $2,756-34.3% |
| Participant deferral / active EE | $2,836 | $6,822-58.4% | $8,086-64.9% | $4,297-34.0% |
| Admin fee / account holder | $12,458 | $5,899+111.2% | $7,900+57.7% | $6,935+79.6% |