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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 | $43,919 | $118,877-63.1% | $96,570-54.5% | $167,536-73.8% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 1.92% | 50.50%-48.6pp | 37.79%-35.9pp | 478.82%-476.9pp |
| Employer contribution / active EE | $1,947 | $3,121-37.6% | $2,357-17.4% | $4,839-59.8% |
| Participant deferral / active EE | $6,190 | $4,617+34.1% | $3,849+60.8% | $6,342-2.4% |
| Admin fee / account holder | $1,522 | $8,069-81.1% | $6,182-75.4% | $12,315-87.6% |