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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 | $54,404 | $51,649+5.3% | $124,206-56.2% | $64,097-15.1% |
| Participation rate | 42.5% | 45.2%-2.7pp | 69.6%-27.1pp | 55.2%-12.7pp |
| Annual return | 10.31% | 19.98%-9.7pp | 515.27%-505.0pp | 34.64%-24.3pp |
| Employer contribution / active EE | $774 | $1,057-26.7% | $3,540-78.1% | $1,891-59.1% |
| Participant deferral / active EE | $2,371 | $2,165+9.6% | $3,968-40.2% | $3,080-23.0% |
| Admin fee / account holder | $12,348 | $4,237+191.4% | $5,929+108.3% | $3,454+257.4% |