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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 | $53,526 | $111,878-52.2% | $93,727-42.9% | $145,897-63.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.59% | 204.28%-196.7pp | 133.83%-126.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,125 | $3,092-63.6% | $2,421-53.6% | $4,663-75.9% |
| Participant deferral / active EE | $3,052 | $4,920-38.0% | $4,417-30.9% | $6,689-54.4% |
| Admin fee / account holder | $1,610 | $10,256-84.3% | $8,292-80.6% | $13,390-88.0% |