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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 | $49,552 | $64,705-23.4% | $62,929-21.3% | $67,986-27.1% |
| Participation rate | 31.1% | 65.6%-34.5pp | 73.1%-42.0pp | 57.2%-26.1pp |
| Annual return | 10.08% | 20.31%-10.2pp | 1063.93%-1053.8pp | 31.67%-21.6pp |
| Employer contribution / active EE | $609 | $2,376-74.3% | $2,505-75.7% | $2,019-69.8% |
| Participant deferral / active EE | $2,021 | $3,198-36.8% | $3,888-48.0% | $3,358-39.8% |
| Admin fee / account holder | $7,318 | $1,428+412.5% | $5,065+44.5% | $3,203+128.5% |