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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 | $50,697 | $61,815-18.0% | $97,295-47.9% | $80,959-37.4% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.7%-14.6pp | 67.7%-9.6pp |
| Annual return | 7.07% | -558.73%+565.8pp | 75.62%-68.5pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,014 | $1,836-44.8% | $2,723-62.8% | $2,757-63.2% |
| Participant deferral / active EE | $1,900 | $3,027-37.2% | $4,264-55.4% | $4,300-55.8% |
| Admin fee / account holder | $37,589 | $5,166+627.7% | $5,646+565.7% | $6,925+442.8% |