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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 | $49,996 | $58,311-14.3% | $81,882-38.9% | $80,959-38.2% |
| Participation rate | 37.9% | 63.5%-25.6pp | 72.4%-34.5pp | 67.7%-29.7pp |
| Annual return | 10.55% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,037 | $2,347-55.8% | $2,916-64.4% | $2,757-62.4% |
| Participant deferral / active EE | $1,894 | $3,287-42.4% | $4,323-56.2% | $4,300-56.0% |
| Admin fee / account holder | $4,714 | $4,752-0.8% | $7,360-35.9% | $6,925-31.9% |