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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 | $52,813 | $63,346-16.6% | $92,240-42.7% | $70,126-24.7% |
| Participation rate | 68.6% | 68.7%-0.1pp | 76.5%-7.9pp | 69.5%-1.0pp |
| Annual return | 8.21% | 530.19%-522.0pp | 176.29%-168.1pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,178 | $2,471-52.3% | $3,680-68.0% | $2,343-49.7% |
| Participant deferral / active EE | $2,760 | $2,854-3.3% | $3,897-29.2% | $3,332-17.2% |
| Admin fee / account holder | $2,155 | $3,841-43.9% | $5,194-58.5% | $4,645-53.6% |