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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 | $79,181-39.6% | $102,423-53.3% | $74,429-35.7% |
| Participation rate | 57.3% | 74.8%-17.5pp | 76.5%-19.2pp | 67.2%-9.9pp |
| Annual return | 0.11% | 54.97%-54.9pp | 29.42%-29.3pp | 1368.38%-1368.3pp |
| Employer contribution / active EE | $1,038 | $2,362-56.1% | $3,023-65.7% | $2,625-60.5% |
| Participant deferral / active EE | $3,679 | $4,416-16.7% | $5,054-27.2% | $4,348-15.4% |
| Admin fee / account holder | $6,191 | $2,002+209.3% | $9,455-34.5% | $1,944+218.4% |