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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 | $29,892 | $48,337-38.2% | $67,560-55.8% | $80,959-63.1% |
| Participation rate | 54.7% | 66.4%-11.7pp | 72.9%-18.2pp | 67.7%-13.0pp |
| Annual return | 9.10% | 18.26%-9.2pp | 3533.50%-3524.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $811 | $2,023-59.9% | $2,737-70.4% | $2,757-70.6% |
| Participant deferral / active EE | $2,580 | $2,928-11.9% | $4,004-35.6% | $4,300-40.0% |
| Admin fee / account holder | $2,888 | $3,695-21.9% | $3,994-27.7% | $6,925-58.3% |