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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 | $52,989 | $117,829-55.0% | $102,423-48.3% | $145,877-63.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.55% | 31.83%-24.3pp | 29.42%-21.9pp | 551.28%-543.7pp |
| Employer contribution / active EE | $3,406 | $3,615-5.8% | $3,023+12.7% | $4,663-27.0% |
| Participant deferral / active EE | $4,906 | $5,732-14.4% | $5,054-2.9% | $6,691-26.7% |
| Admin fee / account holder | $40,033 | $13,335+200.2% | $9,455+323.4% | $13,402+198.7% |