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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 | $51,604+2.0% | $129,295-59.3% | $80,874-34.9% |
| Participation rate | 41.7% | 57.0%-15.3pp | 69.6%-28.0pp | 67.6%-26.0pp |
| Annual return | 9.18% | 20.76%-11.6pp | 9429.28%-9420.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $340 | $1,585-78.6% | $4,157-91.8% | $2,756-87.7% |
| Participant deferral / active EE | $1,448 | $2,670-45.8% | $4,169-65.3% | $4,297-66.3% |
| Admin fee / account holder | $5,764 | $4,310+33.7% | $7,665-24.8% | $6,935-16.9% |