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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 | $58,311-7.4% | $81,882-34.1% | $80,959-33.3% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 9.55% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,354 | $2,347-42.3% | $2,916-53.6% | $2,757-50.9% |
| Participant deferral / active EE | $2,078 | $3,287-36.8% | $4,323-51.9% | $4,300-51.7% |
| Admin fee / account holder | $1,720 | $4,752-63.8% | $7,360-76.6% | $6,925-75.2% |