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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 | $53,024 | $70,366-24.6% | $66,674-20.5% | $138,895-61.8% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.7%-12.6pp | 79.9%-18.8pp |
| Annual return | 3.38% | 386.41%-383.0pp | 321.24%-317.9pp | 145.39%-142.0pp |
| Employer contribution / active EE | $1,569 | $2,765-43.2% | $2,620-40.1% | $4,194-62.6% |
| Participant deferral / active EE | $3,433 | $4,374-21.5% | $4,084-15.9% | $6,396-46.3% |
| Admin fee / account holder | $845 | $5,262-83.9% | $5,098-83.4% | $12,562-93.3% |