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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 | $129,737-65.3% | $119,126-62.2% | $154,746-70.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 3.81% | 379.08%-375.3pp | 282.11%-278.3pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,232 | $4,375-71.8% | $4,034-69.5% | $4,379-71.9% |
| Participant deferral / active EE | $2,834 | $5,842-51.5% | $5,318-46.7% | $6,730-57.9% |
| Admin fee / account holder | $42,798 | $11,961+257.8% | $10,693+300.2% | $14,365+197.9% |