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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 | $47,954 | $68,394-29.9% | $94,672-49.3% | $75,177-36.2% |
| Participation rate | 63.0% | 76.1%-13.1pp | 80.8%-17.9pp | 67.2%-4.2pp |
| Annual return | 14.49% | 616.92%-602.4pp | 156.89%-142.4pp | 160.75%-146.3pp |
| Employer contribution / active EE | $2,070 | $2,701-23.3% | $3,673-43.6% | $2,671-22.5% |
| Participant deferral / active EE | $4,086 | $6,536-37.5% | $7,417-44.9% | $4,126-1.0% |
| Admin fee / account holder | $5,149 | $5,326-3.3% | $7,222-28.7% | $5,651-8.9% |