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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 | $62,760 | $79,223-20.8% | $102,460-38.7% | $74,478-15.7% |
| Participation rate | 51.1% | 74.8%-23.6pp | 76.5%-25.4pp | 67.2%-16.1pp |
| Annual return | 10.81% | 54.98%-44.2pp | 29.47%-18.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,392 | $2,363-41.1% | $3,025-54.0% | $2,626-47.0% |
| Participant deferral / active EE | $2,601 | $4,417-41.1% | $5,056-48.6% | $4,350-40.2% |
| Admin fee / account holder | $2,859 | $2,003+42.7% | $9,460-69.8% | $1,946+46.9% |