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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 | $46,691 | $60,128-22.3% | $90,440-48.4% | $79,852-41.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 9.47% | 71.95%-62.5pp | 1294.38%-1284.9pp | 31.72%-22.2pp |
| Employer contribution / active EE | $1,059 | $2,068-48.8% | $3,263-67.5% | $2,471-57.1% |
| Participant deferral / active EE | $2,384 | $2,939-18.9% | $3,964-39.9% | $3,740-36.3% |
| Admin fee / account holder | $19,568 | $3,977+392.0% | $5,615+248.5% | $5,306+268.8% |