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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 | $49,247 | $51,638-4.6% | $68,368-28.0% | $82,448-40.3% |
| Participation rate | 34.5% | 63.6%-29.1pp | 73.8%-39.3pp | 68.1%-33.6pp |
| Annual return | 3.41% | 37.53%-34.1pp | 292.57%-289.2pp | 41.64%-38.2pp |
| Employer contribution / active EE | $1,068 | $2,047-47.8% | $2,649-59.7% | $2,551-58.1% |
| Participant deferral / active EE | $1,481 | $2,914-49.2% | $4,123-64.1% | $4,139-64.2% |
| Admin fee / account holder | $24,494 | $4,643+427.5% | $5,150+375.6% | $7,234+238.6% |