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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 | $46,379 | $121,677-61.9% | $104,625-55.7% | $158,966-70.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 1.20% | 465.58%-464.4pp | 340.60%-339.4pp | 302.95%-301.8pp |
| Employer contribution / active EE | $708 | $3,165-77.6% | $2,681-73.6% | $4,762-85.1% |
| Participant deferral / active EE | $4,338 | $4,175+3.9% | $3,738+16.1% | $5,983-27.5% |
| Admin fee / account holder | $4,871 | $7,777-37.4% | $6,465-24.7% | $11,250-56.7% |