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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 | $54,347 | $24,891+118.3% | $69,623-21.9% | $74,459-27.0% |
| Participation rate | 52.7% | 63.4%-10.7pp | 66.4%-13.7pp | 67.2%-14.5pp |
| Annual return | 11.55% | 18.53%-7.0pp | 101.23%-89.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $421 | $1,005-58.1% | $1,709-75.4% | $2,626-84.0% |
| Participant deferral / active EE | $2,704 | $1,908+41.7% | $2,890-6.4% | $4,350-37.8% |
| Admin fee / account holder | $1,157 | $1,904-39.2% | $4,696-75.4% | $1,945-40.5% |