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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 | $49,904 | $60,128-17.0% | $90,440-44.8% | $79,852-37.5% |
| Participation rate | 55.6% | 65.0%-9.4pp | 72.7%-17.1pp | 69.6%-14.1pp |
| Annual return | 2.91% | 71.95%-69.0pp | 1294.38%-1291.5pp | 31.72%-28.8pp |
| Employer contribution / active EE | $2,042 | $2,068-1.3% | $3,263-37.4% | $2,471-17.3% |
| Participant deferral / active EE | $3,181 | $2,939+8.2% | $3,964-19.7% | $3,740-15.0% |
| Admin fee / account holder | $13,709 | $3,977+244.7% | $5,615+144.2% | $5,306+158.4% |