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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 | $53,857 | $85,766-37.2% | $136,298-60.5% | $70,126-23.2% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 10.76% | 31.46%-20.7pp | 5156.27%-5145.5pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,654 | $2,966-10.5% | $4,696-43.5% | $2,343+13.3% |
| Participant deferral / active EE | $4,887 | $5,051-3.2% | $6,247-21.8% | $3,332+46.7% |
| Admin fee / account holder | $3,875 | $5,421-28.5% | $9,244-58.1% | $4,645-16.6% |