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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 | $78,636-35.6% | $105,607-52.0% | $74,459-32.0% |
| Participation rate | 42.1% | 72.8%-30.7pp | 75.3%-33.2pp | 67.2%-25.1pp |
| Annual return | 9.19% | 15.96%-6.8pp | 116.11%-106.9pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $1,419 | $2,523-43.8% | $3,167-55.2% | $2,626-46.0% |
| Participant deferral / active EE | $2,676 | $4,322-38.1% | $5,011-46.6% | $4,350-38.5% |
| Admin fee / account holder | $11,004 | $2,220+395.7% | $10,958+0.4% | $1,945+465.8% |