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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 | $52,634 | $51,638+1.9% | $129,406-59.3% | $80,959-35.0% |
| Participation rate | 41.7% | 56.9%-15.3pp | 69.6%-28.0pp | 67.7%-26.0pp |
| Annual return | 9.18% | 20.78%-11.6pp | 9468.18%-9459.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $340 | $1,584-78.5% | $4,155-91.8% | $2,757-87.7% |
| Participant deferral / active EE | $1,448 | $2,670-45.8% | $4,167-65.2% | $4,300-66.3% |
| Admin fee / account holder | $5,764 | $4,313+33.6% | $7,689-25.0% | $6,925-16.8% |