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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 | $47,408 | $93,598-49.3% | $135,974-65.1% | $75,173-36.9% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 14.51% | 30.89%-16.4pp | 68.30%-53.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $2,172 | $3,538-38.6% | $4,859-55.3% | $2,671-18.7% |
| Participant deferral / active EE | $6,221 | $6,405-2.9% | $7,760-19.8% | $4,126+50.8% |
| Admin fee / account holder | $13,116 | $6,978+88.0% | $10,767+21.8% | $5,651+132.1% |