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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 | $53,272 | $102,422-48.0% | $147,117-63.8% | $80,959-34.2% |
| Participation rate | 42.0% | 75.9%-33.9pp | 82.2%-40.2pp | 67.7%-25.7pp |
| Annual return | 11.61% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $951 | $3,717-74.4% | $4,932-80.7% | $2,757-65.5% |
| Participant deferral / active EE | $2,851 | $6,652-57.1% | $8,065-64.6% | $4,300-33.7% |
| Admin fee / account holder | $3,493 | $7,953-56.1% | $12,993-73.1% | $6,925-49.6% |