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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 | $44,404 | $85,766-48.2% | $136,298-67.4% | $70,126-36.7% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 12.55% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,688 | $2,966-43.1% | $4,696-64.1% | $2,343-28.0% |
| Participant deferral / active EE | $5,939 | $5,051+17.6% | $6,247-4.9% | $3,332+78.3% |
| Admin fee / account holder | $871 | $5,421-83.9% | $9,244-90.6% | $4,645-81.2% |