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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 | $58,275-19.6% | $81,844-42.7% | $80,935-42.1% |
| Participation rate | 60.4% | 63.5%-3.0pp | 72.4%-12.0pp | 67.7%-7.2pp |
| Annual return | 9.47% | 41.82%-32.3pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,145 | $2,346-51.2% | $2,916-60.8% | $2,757-58.5% |
| Participant deferral / active EE | $1,843 | $3,285-43.9% | $4,323-57.4% | $4,299-57.1% |
| Admin fee / account holder | $3,304 | $4,749-30.4% | $7,355-55.1% | $6,924-52.3% |