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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 | $40,586 | $49,164-17.4% | $121,169-66.5% | $75,181-46.0% |
| Participation rate | 43.5% | 55.4%-11.9pp | 69.5%-26.0pp | 67.2%-23.7pp |
| Annual return | 12.10% | 56.03%-43.9pp | 986.71%-974.6pp | 160.69%-148.6pp |
| Employer contribution / active EE | $674 | $1,546-56.4% | $4,168-83.8% | $2,671-74.8% |
| Participant deferral / active EE | $1,453 | $2,628-44.7% | $4,083-64.4% | $4,126-64.8% |
| Admin fee / account holder | $15,222 | $3,942+286.1% | $5,645+169.6% | $5,650+169.4% |