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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 | $48,816 | $101,653-52.0% | $147,080-66.8% | $74,459-34.4% |
| Participation rate | 44.0% | 75.6%-31.6pp | 82.2%-38.2pp | 67.2%-23.2pp |
| Annual return | 11.43% | 8754.98%-8743.6pp | 420.17%-408.7pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,418 | $3,813-62.8% | $4,933-71.3% | $2,626-46.0% |
| Participant deferral / active EE | $3,198 | $7,304-56.2% | $8,066-60.4% | $4,350-26.5% |
| Admin fee / account holder | $2,708 | $1,752+54.6% | $12,989-79.2% | $1,945+39.2% |