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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 | $46,497 | $65,555-29.1% | $86,216-46.1% | $75,173-38.1% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 12.31% | 46.07%-33.8pp | 1169.42%-1157.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $551 | $1,553-64.5% | $2,382-76.9% | $2,671-79.4% |
| Participant deferral / active EE | $1,527 | $3,023-49.5% | $3,986-61.7% | $4,126-63.0% |
| Admin fee / account holder | $1,824 | $5,469-66.6% | $6,853-73.4% | $5,651-67.7% |