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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 | $52,998 | $114,119-53.6% | $107,187-50.6% | $138,895-61.8% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.6pp | 79.9%-27.5pp |
| Annual return | 10.38% | 273.21%-262.8pp | 204.55%-194.2pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,896 | $4,059-53.3% | $3,782-49.9% | $4,194-54.8% |
| Participant deferral / active EE | $3,218 | $5,538-41.9% | $5,096-36.9% | $6,396-49.7% |
| Admin fee / account holder | $18,723 | $10,024+86.8% | $9,162+104.4% | $12,562+49.0% |