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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 | $44,348 | $51,184-13.4% | $66,439-33.3% | $86,983-49.0% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.5%-14.5pp | 69.5%-9.5pp |
| Annual return | 9.38% | 17.07%-7.7pp | 757.66%-748.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,318 | $2,023-34.8% | $2,637-50.0% | $2,584-49.0% |
| Participant deferral / active EE | $1,414 | $2,927-51.7% | $3,876-63.5% | $4,194-66.3% |
| Admin fee / account holder | $1,005 | $4,154-75.8% | $6,173-83.7% | $7,856-87.2% |