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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 | $56,431-27.4% | $130,788-68.7% | $87,485-53.2% |
| Participation rate | 46.7% | 58.9%-12.3pp | 70.1%-23.4pp | 68.9%-22.3pp |
| Annual return | 11.75% | 91.27%-79.5pp | 386.44%-374.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,072 | $1,549-30.8% | $3,558-69.9% | $2,596-58.7% |
| Participant deferral / active EE | $3,268 | $2,749+18.9% | $4,137-21.0% | $4,274-23.5% |
| Admin fee / account holder | $11,542 | $4,433+160.4% | $6,673+73.0% | $7,775+48.4% |