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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 | $43,061 | $48,284-10.8% | $67,524-36.2% | $80,911-46.8% |
| Participation rate | 45.7% | 66.4%-20.7pp | 72.9%-27.2pp | 67.6%-21.9pp |
| Annual return | 8.09% | 18.27%-10.2pp | 3519.41%-3511.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $809 | $2,021-60.0% | $2,734-70.4% | $2,756-70.7% |
| Participant deferral / active EE | $1,233 | $2,927-57.9% | $4,001-69.2% | $4,297-71.3% |
| Admin fee / account holder | $3,200 | $3,688-13.2% | $4,001-20.0% | $6,935-53.9% |