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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 | $54,056 | $85,766-37.0% | $136,298-60.3% | $70,126-22.9% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 13.03% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $957 | $2,966-67.7% | $4,696-79.6% | $2,343-59.1% |
| Participant deferral / active EE | $3,977 | $5,051-21.3% | $6,247-36.3% | $3,332+19.4% |
| Admin fee / account holder | $2,596 | $5,421-52.1% | $9,244-71.9% | $4,645-44.1% |