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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 | $59,151 | $73,532-19.6% | $178,540-66.9% | $74,459-20.6% |
| Participation rate | 46.7% | 66.6%-19.9pp | 77.1%-30.4pp | 67.2%-20.6pp |
| Annual return | 9.94% | 17.51%-7.6pp | 27.15%-17.2pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,098 | $2,221-50.5% | $3,953-72.2% | $2,626-58.2% |
| Participant deferral / active EE | $2,780 | $4,519-38.5% | $6,281-55.7% | $4,350-36.1% |
| Admin fee / account holder | $1,149 | $1,813-36.6% | $10,424-89.0% | $1,945-40.9% |