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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 | $53,781 | $55,902-3.8% | $76,030-29.3% | $80,959-33.6% |
| Participation rate | 53.1% | 62.1%-9.0pp | 69.1%-16.0pp | 67.7%-14.6pp |
| Annual return | 8.85% | 20.59%-11.7pp | 361.54%-352.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,527 | $1,867-18.2% | $2,688-43.2% | $2,757-44.6% |
| Participant deferral / active EE | $2,068 | $3,051-32.2% | $4,257-51.4% | $4,300-51.9% |
| Admin fee / account holder | $4,333 | $5,239-17.3% | $6,421-32.5% | $6,925-37.4% |