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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 | $52,749 | $149,679-64.8% | $117,039-54.9% | $147,585-64.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 7.83% | 19.31%-11.5pp | 18.95%-11.1pp | 578.57%-570.7pp |
| Employer contribution / active EE | $1,763 | $4,937-64.3% | $3,785-53.4% | $4,876-63.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,938 | $7,856-62.6% | $5,974-50.8% | $10,885-73.0% |