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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 | $52,331 | $85,766-39.0% | $136,298-61.6% | $70,126-25.4% |
| Participation rate | 67.6% | 74.2%-6.6pp | 81.9%-14.4pp | 69.5%-2.0pp |
| Annual return | 9.00% | 31.46%-22.5pp | 5156.27%-5147.3pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,993 | $2,966-32.8% | $4,696-57.6% | $2,343-14.9% |
| Participant deferral / active EE | $3,317 | $5,051-34.3% | $6,247-46.9% | $3,332-0.4% |
| Admin fee / account holder | $1,348 | $5,421-75.1% | $9,244-85.4% | $4,645-71.0% |