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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 | $54,689 | $72,071-24.1% | $68,368-20.0% | $137,256-60.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 7.53% | 353.14%-345.6pp | 292.57%-285.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $453 | $2,788-83.8% | $2,649-82.9% | $4,156-89.1% |
| Participant deferral / active EE | $2,469 | $4,410-44.0% | $4,123-40.1% | $6,407-61.5% |
| Admin fee / account holder | $1,341 | $5,336-74.9% | $5,150-74.0% | $12,270-89.1% |