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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 | $49,655 | $48,327+2.7% | $67,575-26.5% | $80,935-38.6% |
| Participation rate | 40.9% | 66.4%-25.5pp | 72.9%-32.0pp | 67.7%-26.8pp |
| Annual return | 8.16% | 18.31%-10.2pp | 3528.98%-3520.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $709 | $2,022-64.9% | $2,736-74.1% | $2,757-74.3% |
| Participant deferral / active EE | $1,980 | $2,927-32.4% | $4,003-50.5% | $4,299-54.0% |
| Admin fee / account holder | $2,573 | $3,692-30.3% | $3,993-35.6% | $6,924-62.8% |