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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 | $58,977 | $105,200-43.9% | $159,474-63.0% | $85,847-31.3% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.8%-23.4pp | 69.3%-9.9pp |
| Annual return | 11.19% | 45.08%-33.9pp | 263.68%-252.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,233 | $3,319-62.8% | $4,831-74.5% | $2,565-51.9% |
| Participant deferral / active EE | $3,084 | $5,946-48.1% | $7,353-58.1% | $3,952-22.0% |
| Admin fee / account holder | $1,454 | $6,934-79.0% | $10,802-86.5% | $6,261-76.8% |