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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 | $48,244 | $72,071-33.1% | $68,368-29.4% | $137,256-64.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 9.13% | 353.14%-344.0pp | 292.57%-283.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,125 | $2,788-59.6% | $2,649-57.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,125 | $4,410-74.5% | $4,123-72.7% | $6,407-82.4% |
| Admin fee / account holder | $874 | $5,336-83.6% | $5,150-83.0% | $12,270-92.9% |