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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 | $38,378 | $51,631-25.7% | $129,397-70.3% | $80,925-52.6% |
| Participation rate | 51.5% | 56.9%-5.4pp | 69.6%-18.1pp | 67.7%-16.1pp |
| Annual return | 9.81% | 20.77%-11.0pp | 9453.98%-9444.2pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,330 | $1,583-16.0% | $4,154-68.0% | $2,756-51.8% |
| Participant deferral / active EE | $2,380 | $2,670-10.9% | $4,167-42.9% | $4,299-44.6% |
| Admin fee / account holder | $5,391 | $4,309+25.1% | $7,679-29.8% | $6,940-22.3% |