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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 | $45,321 | $127,779-64.5% | $106,551-57.5% | $167,518-72.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 6.12% | 33.87%-27.8pp | 26.80%-20.7pp | 478.71%-472.6pp |
| Employer contribution / active EE | $1,463 | $3,427-57.3% | $2,819-48.1% | $4,838-69.8% |
| Participant deferral / active EE | $1,463 | $5,088-71.2% | $4,398-66.7% | $6,342-76.9% |
| Admin fee / account holder | $33,717 | $11,228+200.3% | $7,408+355.2% | $12,312+173.8% |