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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 | $53,694 | $78,707-31.8% | $117,861-54.4% | $70,126-23.4% |
| Participation rate | 64.0% | 73.2%-9.2pp | 79.7%-15.7pp | 69.5%-5.5pp |
| Annual return | 9.58% | 23.30%-13.7pp | 335.11%-325.5pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,242 | $2,223-44.1% | $3,786-67.2% | $2,343-47.0% |
| Participant deferral / active EE | $2,261 | $3,297-31.4% | $4,482-49.6% | $3,332-32.2% |
| Admin fee / account holder | $2,079 | $5,066-59.0% | $8,021-74.1% | $4,645-55.2% |