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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 | $51,136 | $51,638-1.0% | $68,368-25.2% | $82,448-38.0% |
| Participation rate | 35.8% | 63.6%-27.8pp | 73.8%-37.9pp | 68.1%-32.3pp |
| Annual return | 13.17% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $508 | $2,047-75.2% | $2,649-80.8% | $2,551-80.1% |
| Participant deferral / active EE | $1,511 | $2,914-48.1% | $4,123-63.3% | $4,139-63.5% |
| Admin fee / account holder | $10,856 | $4,643+133.8% | $5,150+110.8% | $7,234+50.1% |