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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 | $48,056 | $60,119-20.1% | $90,430-46.9% | $79,858-39.8% |
| Participation rate | 23.4% | 65.0%-41.6pp | 72.7%-49.3pp | 69.6%-46.3pp |
| Annual return | 9.54% | 71.94%-62.4pp | 1293.73%-1284.2pp | 31.72%-22.2pp |
| Employer contribution / active EE | $365 | $2,068-82.4% | $3,262-88.8% | $2,471-85.2% |
| Participant deferral / active EE | $961 | $2,938-67.3% | $3,963-75.8% | $3,740-74.3% |
| Admin fee / account holder | $3,130 | $3,976-21.3% | $5,613-44.2% | $5,306-41.0% |