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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 | $48,925 | $49,199-0.6% | $121,204-59.6% | $75,173-34.9% |
| Participation rate | 32.1% | 55.4%-23.4pp | 69.5%-37.5pp | 67.2%-35.1pp |
| Annual return | 7.10% | 56.04%-48.9pp | 987.18%-980.1pp | 160.72%-153.6pp |
| Employer contribution / active EE | $882 | $1,547-43.0% | $4,170-78.9% | $2,671-67.0% |
| Participant deferral / active EE | $2,261 | $2,630-14.0% | $4,083-44.6% | $4,126-45.2% |
| Admin fee / account holder | $40,529 | $3,946+927.1% | $5,651+617.2% | $5,651+617.3% |