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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 | $45,274 | $49,199-8.0% | $121,204-62.6% | $75,173-39.8% |
| Participation rate | 34.6% | 55.4%-20.8pp | 69.5%-34.9pp | 67.2%-32.6pp |
| Annual return | 8.10% | 56.04%-47.9pp | 987.18%-979.1pp | 160.72%-152.6pp |
| Employer contribution / active EE | $458 | $1,547-70.4% | $4,170-89.0% | $2,671-82.9% |
| Participant deferral / active EE | $1,833 | $2,630-30.3% | $4,083-55.1% | $4,126-55.6% |
| Admin fee / account holder | $1,121 | $3,946-71.6% | $5,651-80.2% | $5,651-80.2% |