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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 | $50,679 | $80,812-37.3% | $160,784-68.5% | $82,448-38.5% |
| Participation rate | 55.1% | 66.2%-11.1pp | 77.0%-21.9pp | 68.1%-13.0pp |
| Annual return | 9.16% | 100.59%-91.4pp | 1803.92%-1794.8pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,386 | $2,174-36.2% | $3,733-62.9% | $2,551-45.7% |
| Participant deferral / active EE | $2,777 | $4,335-35.9% | $6,293-55.9% | $4,139-32.9% |
| Admin fee / account holder | $5,087 | $7,695-33.9% | $9,717-47.7% | $7,234-29.7% |