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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 | $56,941 | $79,184-28.1% | $102,438-44.4% | $74,546-23.6% |
| Participation rate | 45.3% | 74.8%-29.5pp | 76.5%-31.2pp | 67.2%-21.9pp |
| Annual return | 9.11% | 54.95%-45.8pp | 29.37%-20.3pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $949 | $2,362-59.8% | $3,024-68.6% | $2,624-63.8% |
| Participant deferral / active EE | $3,660 | $4,414-17.1% | $5,054-27.6% | $4,347-15.8% |
| Admin fee / account holder | $6,574 | $2,001+228.5% | $9,448-30.4% | $1,944+238.2% |