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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 | $55,621 | $79,169-29.7% | $100,415-44.6% | $74,478-25.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 81.5%-31.5pp | 67.2%-17.2pp |
| Annual return | 9.86% | 20.51%-10.7pp | 49.47%-39.6pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,934 | $3,017-35.9% | $3,943-51.0% | $2,626-26.4% |
| Participant deferral / active EE | $3,881 | $7,751-49.9% | $8,091-52.0% | $4,350-10.8% |
| Admin fee / account holder | $8,394 | $1,337+527.7% | $7,906+6.2% | $1,946+331.4% |