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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 | $54,340 | $98,776-45.0% | $149,745-63.7% | $79,856-32.0% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 12.19% | 27.38%-15.2pp | 276.72%-264.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,428 | $3,217-55.6% | $4,646-69.3% | $2,471-42.2% |
| Participant deferral / active EE | $4,059 | $5,681-28.6% | $6,843-40.7% | $3,741+8.5% |
| Admin fee / account holder | $1,592 | $6,053-73.7% | $9,312-82.9% | $5,306-70.0% |