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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 | $50,692 | $63,346-20.0% | $92,240-45.0% | $70,126-27.7% |
| Participation rate | 61.4% | 68.7%-7.3pp | 76.5%-15.1pp | 69.5%-8.2pp |
| Annual return | 11.96% | 530.19%-518.2pp | 176.29%-164.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,738 | $2,471-29.7% | $3,680-52.8% | $2,343-25.8% |
| Participant deferral / active EE | $3,621 | $2,854+26.9% | $3,897-7.1% | $3,332+8.7% |
| Admin fee / account holder | $936 | $3,841-75.6% | $5,194-82.0% | $4,645-79.8% |