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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 | $48,116 | $78,562-38.8% | $105,608-54.4% | $74,429-35.4% |
| Participation rate | 46.7% | 72.8%-26.1pp | 75.3%-28.6pp | 67.2%-20.5pp |
| Annual return | 10.22% | 15.94%-5.7pp | 116.50%-106.3pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $726 | $2,521-71.2% | $3,167-77.1% | $2,625-72.3% |
| Participant deferral / active EE | $2,034 | $4,321-52.9% | $5,010-59.4% | $4,348-53.2% |
| Admin fee / account holder | $9,678 | $2,217+336.6% | $11,028-12.2% | $1,944+397.8% |