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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 | $52,353-19.5% | $120,225-65.0% | $82,448-48.9% |
| Participation rate | 45.1% | 58.3%-13.2pp | 69.6%-24.5pp | 68.1%-23.0pp |
| Annual return | 10.50% | 61.85%-51.4pp | 439.23%-428.7pp | 41.64%-31.1pp |
| Employer contribution / active EE | $922 | $1,510-38.9% | $3,475-73.5% | $2,551-63.8% |
| Participant deferral / active EE | $2,393 | $2,627-8.9% | $3,999-40.2% | $4,139-42.2% |
| Admin fee / account holder | $21,040 | $4,363+382.3% | $5,696+269.4% | $7,234+190.8% |