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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 | $45,925 | $109,905-58.2% | $98,506-53.4% | $167,553-72.6% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.8pp |
| Annual return | 0.60% | 1960.20%-1959.6pp | 1494.92%-1494.3pp | 478.89%-478.3pp |
| Employer contribution / active EE | $907 | $3,226-71.9% | $2,961-69.4% | $4,840-81.3% |
| Participant deferral / active EE | $2,801 | $4,674-40.1% | $4,277-34.5% | $6,343-55.8% |
| Admin fee / account holder | $6,983 | $6,760+3.3% | $5,955+17.3% | $12,316-43.3% |