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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 | $44,858 | $53,063-15.5% | $124,206-63.9% | $82,637-45.7% |
| Participation rate | 45.0% | 58.4%-13.4pp | 69.6%-24.6pp | 68.1%-23.1pp |
| Annual return | 12.95% | 68.87%-55.9pp | 515.27%-502.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $646 | $1,530-57.8% | $3,540-81.7% | $2,552-74.7% |
| Participant deferral / active EE | $1,719 | $2,644-35.0% | $3,968-56.7% | $4,126-58.3% |
| Admin fee / account holder | $12,781 | $4,281+198.6% | $5,929+115.6% | $7,339+74.2% |