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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 | $56,465 | $98,240-42.5% | $82,312-31.4% | $147,586-61.7% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 8.15% | 30.85%-22.7pp | 25.88%-17.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $920 | $3,192-71.2% | $2,428-62.1% | $4,876-81.1% |
| Participant deferral / active EE | $2,111 | $4,383-51.8% | $3,706-43.0% | $5,439-61.2% |
| Admin fee / account holder | $591 | $8,563-93.1% | $5,608-89.5% | $10,886-94.6% |