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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 | $100,970-45.7% | $96,576-43.2% | $137,256-60.0% |
| Participation rate | 47.8% | 82.6%-34.8pp | 81.4%-33.6pp | 80.0%-32.1pp |
| Annual return | 8.90% | 38.16%-29.3pp | 38.47%-29.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,718 | $3,809-54.9% | $3,553-51.6% | $4,156-58.7% |
| Participant deferral / active EE | $3,877 | $8,286-53.2% | $7,956-51.3% | $6,407-39.5% |
| Admin fee / account holder | $23,095 | $11,312+104.2% | $11,381+102.9% | $12,270+88.2% |