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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 | $50,182 | $80,763-37.9% | $102,412-51.0% | $74,459-32.6% |
| Participation rate | 40.7% | 65.7%-25.0pp | 74.5%-33.8pp | 67.2%-26.5pp |
| Annual return | 10.68% | 27.57%-16.9pp | 24.94%-14.3pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,062 | $3,160-66.4% | $3,870-72.5% | $2,626-59.5% |
| Participant deferral / active EE | $2,294 | $3,862-40.6% | $5,060-54.7% | $4,350-47.2% |
| Admin fee / account holder | $2,931 | $2,371+23.6% | $8,388-65.1% | $1,945+50.7% |