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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 | $52,888 | $85,766-38.3% | $136,298-61.2% | $70,126-24.6% |
| Participation rate | 56.7% | 74.2%-17.5pp | 81.9%-25.3pp | 69.5%-12.9pp |
| Annual return | 12.98% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,007 | $2,966-66.1% | $4,696-78.6% | $2,343-57.0% |
| Participant deferral / active EE | $2,692 | $5,051-46.7% | $6,247-56.9% | $3,332-19.2% |
| Admin fee / account holder | $348 | $5,421-93.6% | $9,244-96.2% | $4,645-92.5% |