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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 | $73,459-19.5% | $178,449-66.9% | $74,400-20.5% |
| Participation rate | 46.7% | 66.6%-19.9pp | 77.1%-30.4pp | 67.2%-20.5pp |
| Annual return | 9.94% | 17.50%-7.6pp | 27.09%-17.1pp | 1367.51%-1357.6pp |
| Employer contribution / active EE | $1,098 | $2,219-50.5% | $3,951-72.2% | $2,624-58.1% |
| Participant deferral / active EE | $2,780 | $4,515-38.4% | $6,277-55.7% | $4,348-36.1% |
| Admin fee / account holder | $1,149 | $1,812-36.6% | $10,362-88.9% | $1,944-40.9% |