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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 | $45,000 | $111,535-59.7% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 3.81% | 237.85%-234.0pp | 180.65%-176.8pp | 220.34%-216.5pp |
| Employer contribution / active EE | $1,232 | $3,939-68.7% | $3,689-66.6% | $4,156-70.4% |
| Participant deferral / active EE | $2,834 | $5,500-48.5% | $5,072-44.1% | $6,407-55.8% |
| Admin fee / account holder | $42,798 | $9,721+340.2% | $8,859+383.1% | $12,270+248.8% |