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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 | $52,773 | $51,638+2.2% | $129,406-59.2% | $80,959-34.8% |
| Participation rate | 36.0% | 56.9%-20.9pp | 69.6%-33.6pp | 67.7%-31.7pp |
| Annual return | 8.19% | 20.78%-12.6pp | 9468.18%-9460.0pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,030 | $1,584-35.0% | $4,155-75.2% | $2,757-62.6% |
| Participant deferral / active EE | $2,317 | $2,670-13.2% | $4,167-44.4% | $4,300-46.1% |
| Admin fee / account holder | $8,765 | $4,313+103.2% | $7,689+14.0% | $6,925+26.6% |