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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 | $41,835 | $52,507-20.3% | $129,406-67.7% | $74,478-43.8% |
| Participation rate | 49.2% | 53.9%-4.8pp | 69.6%-20.5pp | 67.2%-18.1pp |
| Annual return | 11.45% | 15.64%-4.2pp | 9468.18%-9456.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,528 | $1,534-0.4% | $4,155-63.2% | $2,626-41.8% |
| Participant deferral / active EE | $2,237 | $2,801-20.1% | $4,167-46.3% | $4,350-48.6% |
| Admin fee / account holder | $4,052 | $2,639+53.5% | $7,689-47.3% | $1,946+108.2% |