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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 | $45,544 | $51,184-11.0% | $66,439-31.5% | $86,983-47.6% |
| Participation rate | 51.4% | 68.5%-17.1pp | 74.5%-23.1pp | 69.5%-18.2pp |
| Annual return | 7.94% | 17.07%-9.1pp | 757.66%-749.7pp | 25.83%-17.9pp |
| Employer contribution / active EE | $1,093 | $2,023-46.0% | $2,637-58.6% | $2,584-57.7% |
| Participant deferral / active EE | $1,903 | $2,927-35.0% | $3,876-50.9% | $4,194-54.6% |
| Admin fee / account holder | $10,482 | $4,154+152.3% | $6,173+69.8% | $7,856+33.4% |