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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 | $55,988 | $114,119-50.9% | $107,187-47.8% | $138,895-59.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 3.02% | 273.21%-270.2pp | 204.55%-201.5pp | 145.39%-142.4pp |
| Employer contribution / active EE | $1,654 | $4,059-59.3% | $3,782-56.3% | $4,194-60.6% |
| Participant deferral / active EE | $1,654 | $5,538-70.1% | $5,096-67.6% | $6,396-74.1% |
| Admin fee / account holder | $691 | $10,024-93.1% | $9,162-92.5% | $12,562-94.5% |