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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 | $55,002 | $111,878-50.8% | $93,727-41.3% | $145,897-62.3% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 7.20% | 204.28%-197.1pp | 133.83%-126.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,182 | $3,092-61.8% | $2,421-51.2% | $4,663-74.7% |
| Participant deferral / active EE | $1,451 | $4,920-70.5% | $4,417-67.2% | $6,689-78.3% |
| Admin fee / account holder | $842 | $10,256-91.8% | $8,292-89.8% | $13,390-93.7% |