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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 | $49,915 | $78,690-36.6% | $161,489-69.1% | $87,485-42.9% |
| Participation rate | 56.5% | 67.5%-11.0pp | 78.7%-22.2pp | 68.9%-12.5pp |
| Annual return | 10.97% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $2,370 | $2,588-8.4% | $4,268-44.5% | $2,596-8.7% |
| Participant deferral / active EE | $4,378 | $3,311+32.2% | $5,630-22.2% | $4,274+2.4% |
| Admin fee / account holder | $1,089 | $6,724-83.8% | $16,006-93.2% | $7,775-86.0% |