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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 | $47,828 | $100,060-52.2% | $149,721-68.1% | $70,126-31.8% |
| Participation rate | 44.4% | 83.6%-39.1pp | 87.1%-42.6pp | 69.5%-25.1pp |
| Annual return | 12.13% | 27.46%-15.3pp | 1501.67%-1489.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,456 | $3,661-32.9% | $5,444-54.9% | $2,343+4.8% |
| Participant deferral / active EE | $3,132 | $4,982-37.1% | $6,568-52.3% | $3,332-6.0% |
| Admin fee / account holder | $1,781 | $8,285-78.5% | $11,282-84.2% | $4,645-61.7% |