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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 | $42,669 | $51,638-17.4% | $68,368-37.6% | $82,448-48.2% |
| Participation rate | 54.3% | 63.6%-9.3pp | 73.8%-19.4pp | 68.1%-13.7pp |
| Annual return | 11.41% | 37.53%-26.1pp | 292.57%-281.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,069 | $2,047-47.8% | $2,649-59.6% | $2,551-58.1% |
| Participant deferral / active EE | $2,040 | $2,914-30.0% | $4,123-50.5% | $4,139-50.7% |
| Admin fee / account holder | $8,991 | $4,643+93.6% | $5,150+74.6% | $7,234+24.3% |