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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 | $108,897-56.5% | $100,378-52.8% | $145,877-67.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.36% | 58.17%-48.8pp | 49.41%-40.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $7,366 | $4,420+66.6% | $3,942+86.8% | $4,663+58.0% |
| Participant deferral / active EE | $8,436 | $8,455-0.2% | $8,087+4.3% | $6,691+26.1% |
| Admin fee / account holder | $18,880 | $9,690+94.9% | $7,899+139.0% | $13,402+40.9% |