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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 | $52,937 | $79,209-33.2% | $102,434-48.3% | $74,459-28.9% |
| Participation rate | 63.8% | 74.8%-11.0pp | 76.5%-12.7pp | 67.2%-3.4pp |
| Annual return | 7.57% | 54.98%-47.4pp | 29.46%-21.9pp | 1369.70%-1362.1pp |
| Employer contribution / active EE | $887 | $2,362-62.4% | $3,023-70.7% | $2,626-66.2% |
| Participant deferral / active EE | $2,278 | $4,417-48.4% | $5,055-54.9% | $4,350-47.6% |
| Admin fee / account holder | $4,271 | $2,002+113.4% | $9,462-54.9% | $1,945+119.6% |