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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 | $46,880 | $47,105-0.5% | $68,368-31.4% | $67,986-31.0% |
| Participation rate | 17.9% | 51.8%-33.8pp | 73.8%-55.8pp | 57.2%-39.3pp |
| Annual return | 4.77% | 48.37%-43.6pp | 292.57%-287.8pp | 31.67%-26.9pp |
| Employer contribution / active EE | $256 | $1,859-86.3% | $2,649-90.4% | $2,019-87.3% |
| Participant deferral / active EE | $704 | $2,374-70.4% | $4,123-82.9% | $3,358-79.0% |
| Admin fee / account holder | $2,819 | $2,435+15.8% | $5,150-45.3% | $3,203-12.0% |