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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 | $42,516 | $96,678-56.0% | $86,640-50.9% | $139,466-69.5% |
| Participation rate | 47.1% | 74.4%-27.4pp | 71.7%-24.6pp | 80.3%-33.3pp |
| Annual return | 6.43% | 106.69%-100.3pp | 592.52%-586.1pp | 373.66%-367.2pp |
| Employer contribution / active EE | $1,096 | $3,265-66.4% | $3,024-63.8% | $4,754-77.0% |
| Participant deferral / active EE | $2,917 | $4,837-39.7% | $4,438-34.3% | $6,712-56.5% |
| Admin fee / account holder | $1,876 | $6,410-70.7% | $5,616-66.6% | $11,409-83.6% |