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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 | $48,284+24.3% | $67,524-11.1% | $80,911-25.8% |
| Participation rate | 47.9% | 66.4%-18.5pp | 72.9%-25.0pp | 67.6%-19.8pp |
| Annual return | 10.36% | 18.27%-7.9pp | 3519.41%-3509.0pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,399 | $2,021-30.8% | $2,734-48.8% | $2,756-49.2% |
| Participant deferral / active EE | $2,838 | $2,927-3.0% | $4,001-29.1% | $4,297-34.0% |
| Admin fee / account holder | $919 | $3,688-75.1% | $4,001-77.0% | $6,935-86.7% |