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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 | $50,641 | $104,937-51.7% | $84,628-40.2% | $152,897-66.9% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.5%-57.5pp |
| Annual return | 2.97% | 373.88%-370.9pp | 258.80%-255.8pp | 345.43%-342.5pp |
| Employer contribution / active EE | $2,000 | $3,303-39.5% | $2,653-24.6% | $4,764-58.0% |
| Participant deferral / active EE | $2,000 | $4,690-57.4% | $3,900-48.7% | $5,851-65.8% |
| Admin fee / account holder | $484 | $6,243-92.2% | $4,914-90.2% | $11,599-95.8% |