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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 | $46,449 | $110,337-57.9% | $102,383-54.6% | $145,877-68.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.00% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,581 | $4,216-38.8% | $3,870-33.3% | $4,663-44.7% |
| Participant deferral / active EE | $6,754 | $5,621+20.2% | $5,060+33.5% | $6,691+1.0% |
| Admin fee / account holder | $1,144 | $9,750-88.3% | $8,391-86.4% | $13,402-91.5% |