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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 | $41,473 | $53,128-21.9% | $86,582-52.1% | $70,126-40.9% |
| Participation rate | 64.8% | 65.3%-0.5pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 11.61% | 27.66%-16.1pp | 965.08%-953.5pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,052 | $2,068-49.1% | $2,839-63.0% | $2,343-55.1% |
| Participant deferral / active EE | $2,992 | $2,695+11.0% | $3,609-17.1% | $3,332-10.2% |
| Admin fee / account holder | $1,499 | $3,584-58.2% | $4,904-69.4% | $4,645-67.7% |