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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 | $53,991 | $58,258-7.3% | $81,820-34.0% | $80,925-33.3% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 9.55% | 41.76%-32.2pp | 777.93%-768.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,354 | $2,345-42.3% | $2,915-53.5% | $2,756-50.9% |
| Participant deferral / active EE | $2,078 | $3,284-36.7% | $4,323-51.9% | $4,299-51.7% |
| Admin fee / account holder | $1,720 | $4,976-65.4% | $7,391-76.7% | $6,940-75.2% |