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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 | $47,023 | $55,457-15.2% | $77,361-39.2% | $94,015-50.0% |
| Participation rate | 42.9% | 69.8%-27.0pp | 75.0%-32.1pp | 70.8%-28.0pp |
| Annual return | 8.17% | 15.57%-7.4pp | 1011.54%-1003.4pp | 17.84%-9.7pp |
| Employer contribution / active EE | $1,166 | $2,255-48.3% | $2,990-61.0% | $2,790-58.2% |
| Participant deferral / active EE | $2,833 | $3,069-7.7% | $3,911-27.6% | $4,249-33.3% |
| Admin fee / account holder | $37,486 | $4,334+765.0% | $5,894+536.1% | $8,951+318.8% |