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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 | $54,059 | $121,341-55.4% | $189,520-71.5% | $79,393-31.9% |
| Participation rate | 67.6% | 86.1%-18.5pp | 87.8%-20.2pp | 70.7%-3.1pp |
| Annual return | 1.95% | 21.08%-19.1pp | 555.25%-553.3pp | 116.87%-114.9pp |
| Employer contribution / active EE | $5,631 | $3,915+43.8% | $6,161-8.6% | $2,428+132.0% |
| Participant deferral / active EE | $5,100 | $6,395-20.3% | $8,220-38.0% | $4,046+26.1% |
| Admin fee / account holder | $1,203 | $651+84.7% | $12,046-90.0% | $627+92.0% |