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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 | $56,581 | $53,128+6.5% | $86,582-34.6% | $70,126-19.3% |
| Participation rate | 37.1% | 65.3%-28.2pp | 73.5%-36.5pp | 69.5%-32.4pp |
| Annual return | 12.00% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,034 | $2,068-50.0% | $2,839-63.6% | $2,343-55.8% |
| Participant deferral / active EE | $1,462 | $2,695-45.7% | $3,609-59.5% | $3,332-56.1% |
| Admin fee / account holder | $14,550 | $3,584+306.0% | $4,904+196.7% | $4,645+213.2% |