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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 | $50,224 | $58,311-13.9% | $81,882-38.7% | $80,959-38.0% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 10.11% | 41.85%-31.7pp | 779.47%-769.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,026 | $2,347-56.3% | $2,916-64.8% | $2,757-62.8% |
| Participant deferral / active EE | $2,046 | $3,287-37.8% | $4,323-52.7% | $4,300-52.4% |
| Admin fee / account holder | $14,336 | $4,752+201.7% | $7,360+94.8% | $6,925+107.0% |