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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 | $54,929 | $78,707-30.2% | $117,861-53.4% | $70,126-21.7% |
| Participation rate | 56.3% | 73.2%-16.9pp | 79.7%-23.4pp | 69.5%-13.3pp |
| Annual return | 8.41% | 23.30%-14.9pp | 335.11%-326.7pp | 73.15%-64.7pp |
| Employer contribution / active EE | $1,439 | $2,223-35.3% | $3,786-62.0% | $2,343-38.6% |
| Participant deferral / active EE | $2,213 | $3,297-32.9% | $4,482-50.6% | $3,332-33.6% |
| Admin fee / account holder | $5,135 | $5,066+1.4% | $8,021-36.0% | $4,645+10.5% |