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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 | $51,002 | $155,840-67.3% | $124,694-59.1% | $167,553-69.6% |
| Participation rate | 52.9% | 81.1%-28.2pp | 74.6%-21.7pp | 82.1%-29.2pp |
| Annual return | 3.65% | 17.98%-14.3pp | 5144.82%-5141.2pp | 478.89%-475.2pp |
| Employer contribution / active EE | $1,614 | $4,165-61.2% | $3,325-51.4% | $4,840-66.6% |
| Participant deferral / active EE | $3,023 | $5,675-46.7% | $4,615-34.5% | $6,343-52.3% |
| Admin fee / account holder | $2,598 | $9,536-72.8% | $7,495-65.3% | $12,316-78.9% |