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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 | $48,554 | $90,614-46.4% | $76,089-36.2% | $145,877-66.7% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 6.84% | 623.80%-617.0pp | 360.94%-354.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $1,527 | $3,324-54.1% | $2,690-43.2% | $4,663-67.2% |
| Participant deferral / active EE | $1,695 | $5,168-67.2% | $4,259-60.2% | $6,691-74.7% |
| Admin fee / account holder | $37,629 | $8,376+349.2% | $6,418+486.3% | $13,402+180.8% |