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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 | $45,542 | $103,000-55.8% | $90,300-49.6% | $152,885-70.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 5.00% | 95.19%-90.2pp | 78.11%-73.1pp | 345.39%-340.4pp |
| Employer contribution / active EE | $1,102 | $3,138-64.9% | $2,854-61.4% | $4,763-76.9% |
| Participant deferral / active EE | $2,844 | $4,281-33.6% | $3,884-26.8% | $5,851-51.4% |
| Admin fee / account holder | $3,797 | $6,173-38.5% | $5,353-29.1% | $11,598-67.3% |