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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 | $47,210 | $47,479-0.6% | $62,929-25.0% | $82,448-42.7% |
| Participation rate | 27.8% | 66.9%-39.1pp | 73.1%-45.3pp | 68.1%-40.3pp |
| Annual return | 11.06% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $673 | $1,885-64.3% | $2,505-73.1% | $2,551-73.6% |
| Participant deferral / active EE | $1,389 | $2,870-51.6% | $3,888-64.3% | $4,139-66.4% |
| Admin fee / account holder | $1,267 | $3,804-66.7% | $5,065-75.0% | $7,234-82.5% |