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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 | $49,830 | $162,136-69.3% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 5.81% | 91.02%-85.2pp | 80.50%-74.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $8,710 | $4,890+78.1% | $4,624+88.3% | $4,379+98.9% |
| Participant deferral / active EE | $17,090 | $8,341+104.9% | $8,004+113.5% | $6,730+153.9% |
| Admin fee / account holder | $8,018 | $15,759-49.1% | $14,398-44.3% | $14,365-44.2% |