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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 | $53,738 | $51,638+4.1% | $129,406-58.5% | $80,959-33.6% |
| Participation rate | 42.1% | 56.9%-14.8pp | 69.6%-27.5pp | 67.7%-25.6pp |
| Annual return | 10.09% | 20.78%-10.7pp | 9468.18%-9458.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $430 | $1,584-72.8% | $4,155-89.7% | $2,757-84.4% |
| Participant deferral / active EE | $2,277 | $2,670-14.7% | $4,167-45.4% | $4,300-47.1% |
| Admin fee / account holder | $14,381 | $4,313+233.4% | $7,689+87.0% | $6,925+107.7% |