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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 | $45,843 | $80,812-43.3% | $160,784-71.5% | $82,448-44.4% |
| Participation rate | 36.1% | 66.2%-30.1pp | 77.0%-40.8pp | 68.1%-32.0pp |
| Annual return | 12.87% | 100.59%-87.7pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $772 | $2,174-64.5% | $3,733-79.3% | $2,551-69.7% |
| Participant deferral / active EE | $2,047 | $4,335-52.8% | $6,293-67.5% | $4,139-50.6% |
| Admin fee / account holder | $2,279 | $7,695-70.4% | $9,717-76.5% | $7,234-68.5% |