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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 | $40,713 | $85,171-52.2% | $172,753-76.4% | $72,976-44.2% |
| Participation rate | 49.3% | 70.1%-20.8pp | 82.6%-33.4pp | 69.5%-20.2pp |
| Annual return | 15.35% | 27.32%-12.0pp | 803.00%-787.7pp | 81.02%-65.7pp |
| Employer contribution / active EE | $1,222 | $3,324-63.2% | $5,144-76.2% | $2,440-49.9% |
| Participant deferral / active EE | $2,501 | $3,260-23.3% | $5,198-51.9% | $3,608-30.7% |
| Admin fee / account holder | $807 | $5,880-86.3% | $13,956-94.2% | $5,124-84.3% |