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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 | $42,126 | $56,431-25.3% | $130,788-67.8% | $87,485-51.8% |
| Participation rate | 45.1% | 58.9%-13.8pp | 70.1%-25.0pp | 68.9%-23.8pp |
| Annual return | 10.50% | 91.27%-80.8pp | 386.44%-375.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $922 | $1,549-40.5% | $3,558-74.1% | $2,596-64.5% |
| Participant deferral / active EE | $2,393 | $2,749-13.0% | $4,137-42.2% | $4,274-44.0% |
| Admin fee / account holder | $21,040 | $4,433+374.6% | $6,673+215.3% | $7,775+170.6% |