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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 | $48,006 | $59,402-19.2% | $93,654-48.7% | $74,546-35.6% |
| Participation rate | 42.6% | 59.7%-17.1pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 10.10% | 81.86%-71.8pp | 133.34%-123.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $878 | $1,265-30.6% | $2,421-63.7% | $2,624-66.6% |
| Participant deferral / active EE | $1,664 | $3,049-45.4% | $4,413-62.3% | $4,347-61.7% |
| Admin fee / account holder | $10,623 | $3,023+251.4% | $8,282+28.3% | $1,944+446.6% |