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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 | $60,028 | $48,337+24.2% | $67,560-11.1% | $80,959-25.9% |
| Participation rate | 47.9% | 66.4%-18.5pp | 72.9%-25.0pp | 67.7%-19.8pp |
| Annual return | 10.36% | 18.26%-7.9pp | 3533.50%-3523.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,399 | $2,023-30.8% | $2,737-48.9% | $2,757-49.2% |
| Participant deferral / active EE | $2,838 | $2,928-3.1% | $4,004-29.1% | $4,300-34.0% |
| Admin fee / account holder | $919 | $3,695-75.1% | $3,994-77.0% | $6,925-86.7% |