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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 | $54,219 | $54,679-0.8% | $76,119-28.8% | $74,459-27.2% |
| Participation rate | 45.0% | 60.3%-15.3pp | 69.1%-24.1pp | 67.2%-22.2pp |
| Annual return | 6.95% | 31.90%-25.0pp | 361.25%-354.3pp | 1369.70%-1362.8pp |
| Employer contribution / active EE | $1,954 | $1,781+9.7% | $2,693-27.4% | $2,626-25.6% |
| Participant deferral / active EE | $3,153 | $3,072+2.6% | $4,259-26.0% | $4,350-27.5% |
| Admin fee / account holder | $1,105 | $2,238-50.6% | $6,421-82.8% | $1,945-43.2% |