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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 | $54,424 | $98,240-44.6% | $82,312-33.9% | $147,586-63.1% |
| Participation rate | 31.8% | 79.7%-47.9pp | 76.9%-45.1pp | 82.8%-51.0pp |
| Annual return | 4.34% | 30.85%-26.5pp | 25.88%-21.5pp | 578.59%-574.2pp |
| Employer contribution / active EE | $784 | $3,192-75.4% | $2,428-67.7% | $4,876-83.9% |
| Participant deferral / active EE | $2,781 | $4,383-36.6% | $3,706-25.0% | $5,439-48.9% |
| Admin fee / account holder | $1,320 | $8,563-84.6% | $5,608-76.5% | $10,886-87.9% |