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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 | $45,236 | $118,877-61.9% | $96,570-53.2% | $167,536-73.0% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.8%-10.7pp | 82.1%-23.0pp |
| Annual return | 8.02% | 50.50%-42.5pp | 37.79%-29.8pp | 478.82%-470.8pp |
| Employer contribution / active EE | $563 | $3,121-82.0% | $2,357-76.1% | $4,839-88.4% |
| Participant deferral / active EE | $3,632 | $4,617-21.3% | $3,849-5.7% | $6,342-42.7% |
| Admin fee / account holder | $19,410 | $8,069+140.6% | $6,182+214.0% | $12,315+57.6% |