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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 | $53,255 | $63,346-15.9% | $92,240-42.3% | $70,126-24.1% |
| Participation rate | 45.8% | 68.7%-22.8pp | 76.5%-30.6pp | 69.5%-23.7pp |
| Annual return | 9.78% | 530.19%-520.4pp | 176.29%-166.5pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,435 | $2,471-42.0% | $3,680-61.0% | $2,343-38.8% |
| Participant deferral / active EE | $1,930 | $2,854-32.4% | $3,897-50.5% | $3,332-42.1% |
| Admin fee / account holder | $2,195 | $3,841-42.9% | $5,194-57.7% | $4,645-52.8% |