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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 | $46,778 | $111,535-58.1% | $105,223-55.5% | $137,256-65.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 10.21% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,304 | $3,939-41.5% | $3,689-37.5% | $4,156-44.6% |
| Participant deferral / active EE | $3,474 | $5,500-36.8% | $5,072-31.5% | $6,407-45.8% |
| Admin fee / account holder | $15,256 | $9,721+56.9% | $8,859+72.2% | $12,270+24.3% |