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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 | $79,209-28.1% | $102,434-44.4% | $74,459-23.5% |
| Participation rate | 45.3% | 74.8%-29.5pp | 76.5%-31.2pp | 67.2%-21.9pp |
| Annual return | 9.11% | 54.98%-45.9pp | 29.46%-20.3pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $949 | $2,362-59.8% | $3,023-68.6% | $2,626-63.9% |
| Participant deferral / active EE | $3,660 | $4,417-17.1% | $5,055-27.6% | $4,350-15.8% |
| Admin fee / account holder | $6,574 | $2,002+228.4% | $9,462-30.5% | $1,945+238.0% |