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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 | $50,279 | $55,437-9.3% | $155,534-67.7% | $74,459-32.5% |
| Participation rate | 31.5% | 61.9%-30.4pp | 78.2%-46.8pp | 67.2%-35.8pp |
| Annual return | 10.77% | 269.58%-258.8pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $712 | $2,266-68.6% | $4,675-84.8% | $2,626-72.9% |
| Participant deferral / active EE | $1,274 | $2,837-55.1% | $5,630-77.4% | $4,350-70.7% |
| Admin fee / account holder | $1,448 | $1,742-16.9% | $15,900-90.9% | $1,945-25.6% |