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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 | $45,016 | $58,275-22.8% | $81,844-45.0% | $80,935-44.4% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 7.84% | 41.82%-34.0pp | 778.87%-771.0pp | 35.66%-27.8pp |
| Employer contribution / active EE | $2,045 | $2,346-12.8% | $2,916-29.9% | $2,757-25.8% |
| Participant deferral / active EE | $2,395 | $3,285-27.1% | $4,323-44.6% | $4,299-44.3% |
| Admin fee / account holder | $4,406 | $4,749-7.2% | $7,355-40.1% | $6,924-36.4% |