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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 | $56,462 | $80,748-30.1% | $102,383-44.9% | $74,429-24.1% |
| Participation rate | 26.7% | 65.7%-39.0pp | 74.5%-47.8pp | 67.2%-40.5pp |
| Annual return | 11.17% | 27.57%-16.4pp | 24.94%-13.8pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,521 | $3,159-51.9% | $3,870-60.7% | $2,625-42.1% |
| Participant deferral / active EE | $2,551 | $3,861-33.9% | $5,060-49.6% | $4,348-41.3% |
| Admin fee / account holder | $5,632 | $2,371+137.6% | $8,391-32.9% | $1,944+189.7% |