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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 | $50,605 | $52,353-3.3% | $120,225-57.9% | $82,448-38.6% |
| Participation rate | 22.2% | 58.3%-36.1pp | 69.6%-47.4pp | 68.1%-45.8pp |
| Annual return | 10.96% | 61.85%-50.9pp | 439.23%-428.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $759 | $1,510-49.7% | $3,475-78.2% | $2,551-70.2% |
| Participant deferral / active EE | $1,376 | $2,627-47.6% | $3,999-65.6% | $4,139-66.8% |
| Admin fee / account holder | $42,419 | $4,363+872.3% | $5,696+644.7% | $7,234+486.4% |