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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 | $44,559 | $55,470-19.7% | $155,556-71.4% | $74,478-40.2% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 9.98% | 269.80%-259.8pp | 64.84%-54.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $426 | $2,267-81.2% | $4,675-90.9% | $2,626-83.8% |
| Participant deferral / active EE | $1,941 | $2,838-31.6% | $5,631-65.5% | $4,350-55.4% |
| Admin fee / account holder | $5,178 | $1,744+196.9% | $15,885-67.4% | $1,946+166.1% |