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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 | $47,978 | $45,043+6.5% | $85,063-43.6% | $74,400-35.5% |
| Participation rate | 25.0% | 49.4%-24.4pp | 67.5%-42.5pp | 67.2%-42.2pp |
| Annual return | 9.98% | 26.26%-16.3pp | 66.54%-56.6pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $554 | $1,458-62.0% | $2,727-79.7% | $2,624-78.9% |
| Participant deferral / active EE | $770 | $2,733-71.8% | $4,523-83.0% | $4,348-82.3% |
| Admin fee / account holder | $3,205 | $2,210+45.0% | $6,155-47.9% | $1,944+64.9% |