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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 | $48,939 | $49,896-1.9% | $80,627-39.3% | $75,173-34.9% |
| Participation rate | 31.0% | 55.3%-24.3pp | 67.0%-36.0pp | 67.2%-36.2pp |
| Annual return | 10.39% | 34.67%-24.3pp | 936.76%-926.4pp | 160.72%-150.3pp |
| Employer contribution / active EE | $321 | $1,699-81.1% | $2,723-88.2% | $2,671-88.0% |
| Participant deferral / active EE | $1,678 | $2,992-43.9% | $4,443-62.2% | $4,126-59.3% |
| Admin fee / account holder | $700 | $3,578-80.4% | $5,381-87.0% | $5,651-87.6% |