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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 | $47,048 | $48,570-3.1% | $130,660-64.0% | $72,975-35.5% |
| Participation rate | 32.1% | 58.6%-26.5pp | 71.7%-39.7pp | 69.5%-37.4pp |
| Annual return | 3.18% | 38.63%-35.5pp | 1709.29%-1706.1pp | 81.01%-77.8pp |
| Employer contribution / active EE | $984 | $1,334-26.3% | $4,092-76.0% | $2,440-59.7% |
| Participant deferral / active EE | $1,397 | $2,384-41.4% | $3,603-61.2% | $3,608-61.3% |
| Admin fee / account holder | $16,750 | $3,549+372.0% | $5,463+206.6% | $5,124+226.9% |