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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 | $49,507 | $49,897-0.8% | $80,648-38.6% | $75,177-34.1% |
| Participation rate | 23.5% | 55.3%-31.8pp | 67.0%-43.5pp | 67.2%-43.7pp |
| Annual return | 8.44% | 34.68%-26.2pp | 937.21%-928.8pp | 160.75%-152.3pp |
| Employer contribution / active EE | $1,185 | $1,699-30.3% | $2,724-56.5% | $2,671-55.6% |
| Participant deferral / active EE | $1,207 | $2,992-59.7% | $4,443-72.8% | $4,126-70.8% |
| Admin fee / account holder | $4,207 | $3,579+17.6% | $5,382-21.8% | $5,651-25.6% |