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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 | $50,654 | $78,529-35.5% | $105,591-52.0% | $74,400-31.9% |
| Participation rate | 42.1% | 72.8%-30.7pp | 75.3%-33.2pp | 67.2%-25.1pp |
| Annual return | 9.19% | 15.94%-6.8pp | 116.43%-107.2pp | 1367.51%-1358.3pp |
| Employer contribution / active EE | $1,419 | $2,522-43.7% | $3,166-55.2% | $2,624-45.9% |
| Participant deferral / active EE | $2,676 | $4,321-38.1% | $5,008-46.6% | $4,348-38.5% |
| Admin fee / account holder | $11,004 | $2,216+396.7% | $11,024-0.2% | $1,944+466.2% |