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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 | $46,132 | $100,938-54.3% | $90,461-49.0% | $158,982-71.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 5.26% | 1727.20%-1721.9pp | 1294.76%-1289.5pp | 302.99%-297.7pp |
| Employer contribution / active EE | $780 | $3,691-78.9% | $3,264-76.1% | $4,763-83.6% |
| Participant deferral / active EE | $4,492 | $4,350+3.3% | $3,964+13.3% | $5,983-24.9% |
| Admin fee / account holder | $23,515 | $6,510+261.2% | $5,617+318.7% | $11,252+109.0% |