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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 | $78,607-38.8% | $105,624-54.4% | $74,478-35.4% |
| Participation rate | 46.7% | 72.8%-26.1pp | 75.3%-28.5pp | 67.2%-20.5pp |
| Annual return | 10.22% | 15.96%-5.7pp | 116.20%-106.0pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $726 | $2,523-71.2% | $3,168-77.1% | $2,626-72.4% |
| Participant deferral / active EE | $2,034 | $4,325-53.0% | $5,013-59.4% | $4,350-53.2% |
| Admin fee / account holder | $9,678 | $2,220+336.0% | $10,961-11.7% | $1,946+397.4% |