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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 | $46,881 | $58,241-19.5% | $81,780-42.7% | $80,911-42.1% |
| Participation rate | 60.4% | 63.4%-3.0pp | 72.4%-11.9pp | 67.6%-7.2pp |
| Annual return | 9.47% | 41.73%-32.3pp | 776.27%-766.8pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,145 | $2,343-51.2% | $2,914-60.7% | $2,756-58.5% |
| Participant deferral / active EE | $1,843 | $3,283-43.8% | $4,321-57.3% | $4,297-57.1% |
| Admin fee / account holder | $3,304 | $4,973-33.6% | $7,384-55.3% | $6,935-52.4% |