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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 | $40,942 | $52,353-21.8% | $120,225-65.9% | $82,448-50.3% |
| Participation rate | 46.7% | 58.3%-11.6pp | 69.6%-22.9pp | 68.1%-21.4pp |
| Annual return | 11.75% | 61.85%-50.1pp | 439.23%-427.5pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,072 | $1,510-29.0% | $3,475-69.1% | $2,551-58.0% |
| Participant deferral / active EE | $3,268 | $2,627+24.4% | $3,999-18.3% | $4,139-21.0% |
| Admin fee / account holder | $11,542 | $4,363+164.6% | $5,696+102.6% | $7,234+59.5% |