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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 | $44,267 | $53,063-16.6% | $124,206-64.4% | $82,637-46.4% |
| Participation rate | 47.1% | 58.4%-11.3pp | 69.6%-22.5pp | 68.1%-21.0pp |
| Annual return | 11.75% | 68.87%-57.1pp | 515.27%-503.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,130 | $1,530-26.2% | $3,540-68.1% | $2,552-55.7% |
| Participant deferral / active EE | $1,598 | $2,644-39.6% | $3,968-59.7% | $4,126-61.3% |
| Admin fee / account holder | $3,062 | $4,281-28.5% | $5,929-48.4% | $7,339-58.3% |