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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 | $51,184-8.1% | $66,439-29.2% | $86,983-45.9% |
| Participation rate | 42.9% | 68.5%-25.6pp | 74.5%-31.6pp | 69.5%-26.7pp |
| Annual return | 8.17% | 17.07%-8.9pp | 757.66%-749.5pp | 25.83%-17.7pp |
| Employer contribution / active EE | $1,166 | $2,023-42.4% | $2,637-55.8% | $2,584-54.9% |
| Participant deferral / active EE | $2,833 | $2,927-3.2% | $3,876-26.9% | $4,194-32.4% |
| Admin fee / account holder | $37,486 | $4,154+802.4% | $6,173+507.2% | $7,856+377.2% |