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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 | $48,237 | $75,832-36.4% | $147,617-67.3% | $59,633-19.1% |
| Participation rate | 38.6% | 71.6%-33.0pp | 84.6%-46.0pp | 68.7%-30.1pp |
| Annual return | -3.79% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $992 | $3,485-71.5% | $5,564-82.2% | $2,203-55.0% |
| Participant deferral / active EE | $3,025 | $3,131-3.4% | $4,895-38.2% | $3,192-5.2% |
| Admin fee / account holder | $4,172 | $5,986-30.3% | $11,612-64.1% | $4,297-2.9% |