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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 | $53,084 | $85,766-38.1% | $136,298-61.1% | $70,126-24.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 12.57% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,594 | $2,966-46.3% | $4,696-66.1% | $2,343-32.0% |
| Participant deferral / active EE | $2,634 | $5,051-47.8% | $6,247-57.8% | $3,332-20.9% |
| Admin fee / account holder | $459 | $5,421-91.5% | $9,244-95.0% | $4,645-90.1% |