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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 | $47,394 | $108,912-56.5% | $100,383-52.8% | $145,959-67.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.36% | 57.96%-48.6pp | 49.26%-39.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $7,366 | $4,423+66.5% | $3,944+86.8% | $4,661+58.0% |
| Participant deferral / active EE | $8,436 | $8,451-0.2% | $8,086+4.3% | $6,689+26.1% |
| Admin fee / account holder | $18,880 | $9,690+94.8% | $7,900+139.0% | $13,398+40.9% |