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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 | $53,127+6.5% | $86,587-34.7% | $70,131-19.3% |
| Participation rate | 37.1% | 65.3%-28.2pp | 73.5%-36.5pp | 69.5%-32.4pp |
| Annual return | 12.00% | 27.66%-15.7pp | 964.86%-952.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,034 | $2,068-50.0% | $2,839-63.6% | $2,342-55.8% |
| Participant deferral / active EE | $1,462 | $2,696-45.8% | $3,609-59.5% | $3,332-56.1% |
| Admin fee / account holder | $14,550 | $3,585+305.8% | $4,906+196.6% | $4,645+213.2% |