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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 | $61,153 | $70,366-13.1% | $66,674-8.3% | $138,895-56.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 9.70% | 386.41%-376.7pp | 321.24%-311.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,450 | $2,765-47.6% | $2,620-44.7% | $4,194-65.4% |
| Participant deferral / active EE | $1,848 | $4,374-57.7% | $4,084-54.7% | $6,396-71.1% |
| Admin fee / account holder | $3,194 | $5,262-39.3% | $5,098-37.4% | $12,562-74.6% |