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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 | $108,922-56.5% | $100,398-52.8% | $145,978-67.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.36% | 58.04%-48.7pp | 49.32%-40.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $7,366 | $4,426+66.4% | $3,946+86.7% | $4,662+58.0% |
| Participant deferral / active EE | $8,436 | $8,450-0.2% | $8,084+4.4% | $6,690+26.1% |
| Admin fee / account holder | $18,880 | $9,680+95.0% | $7,893+139.2% | $13,400+40.9% |