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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 | $52,714 | $58,726-10.2% | $142,898-63.1% | $85,847-38.6% |
| Participation rate | 34.1% | 58.5%-24.3pp | 72.0%-37.8pp | 69.3%-35.2pp |
| Annual return | 10.10% | 27.73%-17.6pp | 5639.64%-5629.5pp | 318.61%-308.5pp |
| Employer contribution / active EE | $456 | $1,424-68.0% | $4,146-89.0% | $2,565-82.2% |
| Participant deferral / active EE | $1,036 | $2,609-60.3% | $3,838-73.0% | $3,952-73.8% |
| Admin fee / account holder | $1,364 | $4,234-67.8% | $6,560-79.2% | $6,261-78.2% |