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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 | $57,352 | $58,241-1.5% | $81,780-29.9% | $80,911-29.1% |
| Participation rate | 45.8% | 63.4%-17.7pp | 72.4%-26.6pp | 67.6%-21.9pp |
| Annual return | 8.44% | 41.73%-33.3pp | 776.27%-767.8pp | 35.63%-27.2pp |
| Employer contribution / active EE | $1,125 | $2,343-52.0% | $2,914-61.4% | $2,756-59.2% |
| Participant deferral / active EE | $1,814 | $3,283-44.7% | $4,321-58.0% | $4,297-57.8% |
| Admin fee / account holder | $2,919 | $4,973-41.3% | $7,384-60.5% | $6,935-57.9% |