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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 | $50,079 | $58,714-14.7% | $142,874-64.9% | $85,856-41.7% |
| Participation rate | 49.0% | 58.5%-9.5pp | 72.0%-23.0pp | 69.3%-20.4pp |
| Annual return | 11.72% | 27.73%-16.0pp | 5638.58%-5626.9pp | 318.58%-306.9pp |
| Employer contribution / active EE | $904 | $1,423-36.5% | $4,145-78.2% | $2,565-64.8% |
| Participant deferral / active EE | $1,703 | $2,608-34.7% | $3,838-55.6% | $3,952-56.9% |
| Admin fee / account holder | $2,021 | $4,241-52.3% | $6,561-69.2% | $6,261-67.7% |