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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 | $48,820 | $107,363-54.5% | $92,909-47.5% | $152,897-68.1% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 7.91% | 145.63%-137.7pp | 109.44%-101.5pp | 345.43%-337.5pp |
| Employer contribution / active EE | $2,095 | $4,222-50.4% | $3,653-42.7% | $4,764-56.0% |
| Participant deferral / active EE | $4,614 | $4,848-4.8% | $4,238+8.9% | $5,851-21.1% |
| Admin fee / account holder | $13,315 | $7,082+88.0% | $5,795+129.8% | $11,599+14.8% |