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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 | $44,857 | $76,368-41.3% | $67,681-33.7% | $154,746-71.0% |
| Participation rate | 55.6% | 79.0%-23.4pp | 73.7%-18.2pp | 80.7%-25.1pp |
| Annual return | 8.22% | 1066.77%-1058.6pp | 590.58%-582.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $732 | $3,151-76.8% | $2,678-72.7% | $4,379-83.3% |
| Participant deferral / active EE | $2,557 | $4,824-47.0% | $3,976-35.7% | $6,730-62.0% |
| Admin fee / account holder | $15,340 | $8,559+79.2% | $6,100+151.5% | $14,365+6.8% |