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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 | $32,266 | $65,566-50.8% | $86,235-62.6% | $75,177-57.1% |
| Participation rate | 45.2% | 60.5%-15.3pp | 69.0%-23.8pp | 67.2%-22.0pp |
| Annual return | 9.61% | 46.07%-36.5pp | 1170.03%-1160.4pp | 160.75%-151.1pp |
| Employer contribution / active EE | $1,541 | $1,553-0.8% | $2,381-35.3% | $2,671-42.3% |
| Participant deferral / active EE | $2,962 | $3,023-2.0% | $3,987-25.7% | $4,126-28.2% |
| Admin fee / account holder | $3,053 | $5,470-44.2% | $6,856-55.5% | $5,651-46.0% |