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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 | $60,922 | $53,128+14.7% | $86,581-29.6% | $70,124-13.1% |
| Participation rate | 53.3% | 65.3%-12.0pp | 73.5%-20.2pp | 69.5%-16.2pp |
| Annual return | 7.97% | 27.66%-19.7pp | 965.06%-957.1pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,053 | $2,068-49.1% | $2,840-62.9% | $2,342-55.1% |
| Participant deferral / active EE | $2,423 | $2,695-10.1% | $3,609-32.9% | $3,332-27.3% |
| Admin fee / account holder | $468 | $3,584-86.9% | $4,904-90.5% | $4,645-89.9% |