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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 | $50,219 | $53,127-5.5% | $86,597-42.0% | $70,131-28.4% |
| Participation rate | 44.4% | 65.3%-20.9pp | 73.5%-29.1pp | 69.5%-25.1pp |
| Annual return | 10.86% | 27.66%-16.8pp | 964.96%-954.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,599 | $2,068-22.7% | $2,840-43.7% | $2,342-31.7% |
| Participant deferral / active EE | $2,142 | $2,696-20.5% | $3,609-40.6% | $3,332-35.7% |
| Admin fee / account holder | $4,780 | $3,585+33.3% | $4,906-2.6% | $4,645+2.9% |