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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 | $44,653 | $49,164-9.2% | $121,169-63.1% | $75,181-40.6% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 13.10% | 56.03%-42.9pp | 986.71%-973.6pp | 160.69%-147.6pp |
| Employer contribution / active EE | $1,175 | $1,546-24.0% | $4,168-71.8% | $2,671-56.0% |
| Participant deferral / active EE | $2,214 | $2,628-15.8% | $4,083-45.8% | $4,126-46.3% |
| Admin fee / account holder | $11,408 | $3,942+189.4% | $5,645+102.1% | $5,650+101.9% |