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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 | $47,340 | $72,071-34.3% | $68,368-30.8% | $137,256-65.5% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 12.91% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,014 | $2,788-63.6% | $2,649-61.7% | $4,156-75.6% |
| Participant deferral / active EE | $2,290 | $4,410-48.1% | $4,123-44.5% | $6,407-64.3% |
| Admin fee / account holder | $22,236 | $5,336+316.7% | $5,150+331.8% | $12,270+81.2% |