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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 | $54,587 | $124,351-56.1% | $109,188-50.0% | $167,553-67.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.00% | 26.04%-17.0pp | 25.76%-16.8pp | 478.89%-469.9pp |
| Employer contribution / active EE | $1,397 | $4,210-66.8% | $3,723-62.5% | $4,840-71.1% |
| Participant deferral / active EE | $2,096 | $5,257-60.1% | $4,654-55.0% | $6,343-67.0% |
| Admin fee / account holder | $500 | $7,975-93.7% | $6,755-92.6% | $12,316-95.9% |