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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 | $45,960 | $65,555-29.9% | $86,216-46.7% | $75,173-38.9% |
| Participation rate | 47.7% | 60.5%-12.8pp | 69.0%-21.2pp | 67.2%-19.5pp |
| Annual return | 11.72% | 46.07%-34.3pp | 1169.42%-1157.7pp | 160.72%-149.0pp |
| Employer contribution / active EE | $677 | $1,553-56.4% | $2,382-71.6% | $2,671-74.7% |
| Participant deferral / active EE | $1,460 | $3,023-51.7% | $3,986-63.4% | $4,126-64.6% |
| Admin fee / account holder | $1,522 | $5,469-72.2% | $6,853-77.8% | $5,651-73.1% |