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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 | $48,526 | $48,314+0.4% | $67,561-28.2% | $80,925-40.0% |
| Participation rate | 55.1% | 66.4%-11.3pp | 72.9%-17.8pp | 67.7%-12.6pp |
| Annual return | 9.24% | 18.28%-9.0pp | 3525.44%-3516.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $880 | $2,022-56.5% | $2,735-67.8% | $2,756-68.1% |
| Participant deferral / active EE | $1,362 | $2,927-53.5% | $4,003-66.0% | $4,299-68.3% |
| Admin fee / account holder | $13,707 | $3,690+271.5% | $4,006+242.2% | $6,940+97.5% |