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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 | $48,011-5.1% | $63,803-28.6% | $82,637-44.9% |
| Participation rate | 51.4% | 66.6%-15.2pp | 72.7%-21.4pp | 68.1%-16.7pp |
| Annual return | 7.94% | 19.84%-11.9pp | 543.72%-535.8pp | 53.51%-45.6pp |
| Employer contribution / active EE | $1,093 | $1,904-42.6% | $2,532-56.8% | $2,552-57.2% |
| Participant deferral / active EE | $1,903 | $2,846-33.1% | $3,843-50.5% | $4,126-53.9% |
| Admin fee / account holder | $10,482 | $3,873+170.6% | $5,196+101.7% | $7,339+42.8% |