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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 | $45,984 | $111,785-58.9% | $93,669-50.9% | $145,877-68.5% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 6.08% | 203.79%-197.7pp | 133.59%-127.5pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,202 | $3,096-61.2% | $2,424-50.4% | $4,663-74.2% |
| Participant deferral / active EE | $3,238 | $4,919-34.2% | $4,416-26.7% | $6,691-51.6% |
| Admin fee / account holder | $23,088 | $10,256+125.1% | $8,291+178.5% | $13,402+72.3% |