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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 | $54,847 | $102,609-46.5% | $98,090-44.1% | $138,895-60.5% |
| Participation rate | 47.8% | 82.8%-35.0pp | 81.5%-33.7pp | 79.9%-32.1pp |
| Annual return | 8.90% | 36.44%-27.5pp | 37.05%-28.2pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,718 | $3,867-55.6% | $3,606-52.4% | $4,194-59.0% |
| Participant deferral / active EE | $3,877 | $8,167-52.5% | $7,845-50.6% | $6,396-39.4% |
| Admin fee / account holder | $23,095 | $11,434+102.0% | $11,815+95.5% | $12,562+83.8% |