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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 | $50,361 | $106,247-52.6% | $96,515-47.8% | $139,466-63.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 9.84% | 38.47%-28.6pp | 35.73%-25.9pp | 373.66%-363.8pp |
| Employer contribution / active EE | $1,969 | $4,106-52.0% | $3,740-47.3% | $4,754-58.6% |
| Participant deferral / active EE | $6,617 | $5,456+21.3% | $4,880+35.6% | $6,712-1.4% |
| Admin fee / account holder | $2,819 | $7,885-64.2% | $6,735-58.1% | $11,409-75.3% |