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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 | $49,251 | $100,279-50.9% | $81,353-39.5% | $145,884-66.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 7.16% | 34.49%-27.3pp | 24.82%-17.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,750 | $4,611+24.7% | $3,885+48.0% | $6,690-14.0% |
| Admin fee / account holder | $755 | $8,206-90.8% | $5,766-86.9% | $13,392-94.4% |