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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 | $58,258-13.8% | $81,820-38.6% | $80,925-37.9% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 10.11% | 41.76%-31.7pp | 777.93%-767.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,026 | $2,345-56.3% | $2,915-64.8% | $2,756-62.8% |
| Participant deferral / active EE | $2,046 | $3,284-37.7% | $4,323-52.7% | $4,299-52.4% |
| Admin fee / account holder | $14,336 | $4,976+188.1% | $7,391+94.0% | $6,940+106.6% |