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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 | $52,107 | $55,446-6.0% | $155,574-66.5% | $74,429-30.0% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.2pp | 67.2%-18.2pp |
| Annual return | 9.82% | 269.20%-259.4pp | 64.87%-55.0pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,576 | $2,266-30.5% | $4,676-66.3% | $2,625-40.0% |
| Participant deferral / active EE | $2,161 | $2,836-23.8% | $5,629-61.6% | $4,348-50.3% |
| Admin fee / account holder | $17,035 | $1,743+877.3% | $15,914+7.0% | $1,944+776.1% |