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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 | $57,461 | $102,638-44.0% | $81,982-29.9% | $158,982-63.9% |
| Participation rate | 41.2% | 75.5%-34.4pp | 69.3%-28.1pp | 82.0%-40.8pp |
| Annual return | 5.27% | 61.05%-55.8pp | 41.31%-36.0pp | 302.99%-297.7pp |
| Employer contribution / active EE | $1,223 | $3,241-62.3% | $2,498-51.1% | $4,763-74.3% |
| Participant deferral / active EE | $1,461 | $4,649-68.6% | $3,722-60.8% | $5,983-75.6% |
| Admin fee / account holder | $457 | $8,237-94.5% | $5,665-91.9% | $11,252-95.9% |