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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 | $45,160 | $65,566-31.1% | $86,235-47.6% | $75,177-39.9% |
| Participation rate | 44.0% | 60.5%-16.5pp | 69.0%-25.0pp | 67.2%-23.2pp |
| Annual return | 10.57% | 46.07%-35.5pp | 1170.03%-1159.5pp | 160.75%-150.2pp |
| Employer contribution / active EE | $607 | $1,553-60.9% | $2,381-74.5% | $2,671-77.3% |
| Participant deferral / active EE | $1,649 | $3,023-45.5% | $3,987-58.6% | $4,126-60.0% |
| Admin fee / account holder | $11,903 | $5,470+117.6% | $6,856+73.6% | $5,651+110.6% |