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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 | $63,291 | $80,763-21.6% | $102,412-38.2% | $74,459-15.0% |
| Participation rate | 52.6% | 65.7%-13.0pp | 74.5%-21.9pp | 67.2%-14.6pp |
| Annual return | 9.87% | 27.57%-17.7pp | 24.94%-15.1pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $877 | $3,160-72.2% | $3,870-77.3% | $2,626-66.6% |
| Participant deferral / active EE | $1,671 | $3,862-56.7% | $5,060-67.0% | $4,350-61.6% |
| Admin fee / account holder | $9,101 | $2,371+283.8% | $8,388+8.5% | $1,945+368.0% |