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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 | $55,470-18.2% | $155,556-70.8% | $74,478-39.1% |
| Participation rate | 54.0% | 61.9%-7.9pp | 78.2%-24.3pp | 67.2%-13.3pp |
| Annual return | 9.94% | 269.80%-259.9pp | 64.84%-54.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $444 | $2,267-80.4% | $4,675-90.5% | $2,626-83.1% |
| Participant deferral / active EE | $2,735 | $2,838-3.6% | $5,631-51.4% | $4,350-37.1% |
| Admin fee / account holder | $628 | $1,744-64.0% | $15,885-96.0% | $1,946-67.7% |