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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 | $47,862 | $79,223-39.6% | $102,460-53.3% | $74,478-35.7% |
| Participation rate | 57.3% | 74.8%-17.5pp | 76.5%-19.2pp | 67.2%-9.9pp |
| Annual return | 0.11% | 54.98%-54.9pp | 29.47%-29.4pp | 1370.56%-1370.5pp |
| Employer contribution / active EE | $1,038 | $2,363-56.1% | $3,025-65.7% | $2,626-60.5% |
| Participant deferral / active EE | $3,679 | $4,417-16.7% | $5,056-27.2% | $4,350-15.4% |
| Admin fee / account holder | $6,191 | $2,003+209.1% | $9,460-34.6% | $1,946+218.2% |