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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 | $53,463 | $111,814-52.2% | $103,378-48.3% | $145,978-63.4% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 6.41% | 24.80%-18.4pp | 24.91%-18.5pp | 550.52%-544.1pp |
| Employer contribution / active EE | $2,429 | $4,215-42.4% | $3,870-37.2% | $4,662-47.9% |
| Participant deferral / active EE | $4,788 | $5,618-14.8% | $5,058-5.3% | $6,690-28.4% |
| Admin fee / account holder | $22,842 | $9,764+133.9% | $8,401+171.9% | $13,400+70.5% |