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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 | $45,406 | $65,423-30.6% | $98,477-53.9% | $85,856-47.1% |
| Participation rate | 48.1% | 65.0%-16.9pp | 73.3%-25.2pp | 69.3%-21.2pp |
| Annual return | 11.63% | 21.76%-10.1pp | 1493.59%-1482.0pp | 318.58%-307.0pp |
| Employer contribution / active EE | $248 | $2,168-88.5% | $2,961-91.6% | $2,565-90.3% |
| Participant deferral / active EE | $2,272 | $3,167-28.3% | $4,276-46.9% | $3,952-42.5% |
| Admin fee / account holder | $7,654 | $4,594+66.6% | $5,951+28.6% | $6,261+22.3% |