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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 | $57,352 | $58,311-1.6% | $81,882-30.0% | $80,959-29.2% |
| Participation rate | 45.8% | 63.5%-17.7pp | 72.4%-26.6pp | 67.7%-21.9pp |
| Annual return | 8.44% | 41.85%-33.4pp | 779.47%-771.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,125 | $2,347-52.1% | $2,916-61.4% | $2,757-59.2% |
| Participant deferral / active EE | $1,814 | $3,287-44.8% | $4,323-58.0% | $4,300-57.8% |
| Admin fee / account holder | $2,919 | $4,752-38.6% | $7,360-60.3% | $6,925-57.8% |