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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 | $44,201 | $58,275-24.2% | $81,844-46.0% | $80,935-45.4% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 4.41% | 41.82%-37.4pp | 778.87%-774.5pp | 35.66%-31.2pp |
| Employer contribution / active EE | $2,072 | $2,346-11.7% | $2,916-29.0% | $2,757-24.8% |
| Participant deferral / active EE | $2,992 | $3,285-8.9% | $4,323-30.8% | $4,299-30.4% |
| Admin fee / account holder | $3,067 | $4,749-35.4% | $7,355-58.3% | $6,924-55.7% |