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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 | $49,931 | $47,479+5.2% | $62,929-20.7% | $82,448-39.4% |
| Participation rate | 35.3% | 66.9%-31.6pp | 73.1%-37.8pp | 68.1%-32.8pp |
| Annual return | 11.34% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $539 | $1,885-71.4% | $2,505-78.5% | $2,551-78.9% |
| Participant deferral / active EE | $2,063 | $2,870-28.1% | $3,888-46.9% | $4,139-50.2% |
| Admin fee / account holder | $1,458 | $3,804-61.7% | $5,065-71.2% | $7,234-79.8% |