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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 | $35,417 | $58,311-39.3% | $81,882-56.7% | $80,959-56.3% |
| Participation rate | 51.2% | 63.5%-12.3pp | 72.4%-21.2pp | 67.7%-16.5pp |
| Annual return | 10.05% | 41.85%-31.8pp | 779.47%-769.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,014 | $2,347-14.2% | $2,916-30.9% | $2,757-26.9% |
| Participant deferral / active EE | $2,854 | $3,287-13.2% | $4,323-34.0% | $4,300-33.6% |
| Admin fee / account holder | $1,549 | $4,752-67.4% | $7,360-78.9% | $6,925-77.6% |