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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 | $79,045-29.6% | $100,378-44.6% | $74,429-25.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 81.5%-31.5pp | 67.2%-17.2pp |
| Annual return | 9.86% | 20.61%-10.8pp | 49.41%-39.6pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $1,934 | $3,015-35.9% | $3,942-50.9% | $2,625-26.3% |
| Participant deferral / active EE | $3,881 | $7,751-49.9% | $8,087-52.0% | $4,348-10.7% |
| Admin fee / account holder | $8,394 | $1,335+528.9% | $7,899+6.3% | $1,944+331.7% |