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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 | $53,203 | $85,766-38.0% | $136,298-61.0% | $70,126-24.1% |
| Participation rate | 59.4% | 74.2%-14.8pp | 81.9%-22.5pp | 69.5%-10.2pp |
| Annual return | 12.28% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,442 | $2,966-51.4% | $4,696-69.3% | $2,343-38.4% |
| Participant deferral / active EE | $2,516 | $5,051-50.2% | $6,247-59.7% | $3,332-24.5% |
| Admin fee / account holder | $864 | $5,421-84.1% | $9,244-90.6% | $4,645-81.4% |