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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 | $108,911-56.5% | $100,392-52.8% | $145,884-67.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.36% | 58.23%-48.9pp | 49.45%-40.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $7,366 | $4,420+66.6% | $3,941+86.9% | $4,662+58.0% |
| Participant deferral / active EE | $8,436 | $8,459-0.3% | $8,090+4.3% | $6,690+26.1% |
| Admin fee / account holder | $18,880 | $9,698+94.7% | $7,904+138.9% | $13,392+41.0% |