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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 | $46,340 | $61,125-24.2% | $94,057-50.7% | $87,485-47.0% |
| Participation rate | 26.2% | 64.1%-37.9pp | 73.3%-47.2pp | 68.9%-42.7pp |
| Annual return | 9.33% | 35.20%-25.9pp | 480.62%-471.3pp | 26.06%-16.7pp |
| Employer contribution / active EE | $386 | $2,136-81.9% | $2,933-86.8% | $2,596-85.1% |
| Participant deferral / active EE | $1,565 | $3,260-52.0% | $4,709-66.8% | $4,274-63.4% |
| Admin fee / account holder | $3,063 | $5,629-45.6% | $7,244-57.7% | $7,775-60.6% |