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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 | $45,357 | $55,446-18.2% | $155,574-70.8% | $74,429-39.1% |
| Participation rate | 54.0% | 61.9%-7.9pp | 78.2%-24.2pp | 67.2%-13.2pp |
| Annual return | 9.94% | 269.20%-259.3pp | 64.87%-54.9pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $444 | $2,266-80.4% | $4,676-90.5% | $2,625-83.1% |
| Participant deferral / active EE | $2,735 | $2,836-3.5% | $5,629-51.4% | $4,348-37.1% |
| Admin fee / account holder | $628 | $1,743-64.0% | $15,914-96.1% | $1,944-67.7% |