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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 | $37,999 | $48,570-21.8% | $130,660-70.9% | $72,976-47.9% |
| Participation rate | 45.0% | 58.6%-13.6pp | 71.7%-26.7pp | 69.5%-24.5pp |
| Annual return | 15.65% | 38.63%-23.0pp | 1709.29%-1693.6pp | 81.02%-65.4pp |
| Employer contribution / active EE | $455 | $1,334-65.9% | $4,092-88.9% | $2,440-81.4% |
| Participant deferral / active EE | $1,516 | $2,384-36.4% | $3,603-57.9% | $3,608-58.0% |
| Admin fee / account holder | $3,315 | $3,549-6.6% | $5,463-39.3% | $5,124-35.3% |