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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 | $47,600 | $72,071-34.0% | $68,368-30.4% | $137,256-65.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 12.04% | 353.14%-341.1pp | 292.57%-280.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,088 | $2,788-61.0% | $2,649-58.9% | $4,156-73.8% |
| Participant deferral / active EE | $2,059 | $4,410-53.3% | $4,123-50.1% | $6,407-67.9% |
| Admin fee / account holder | $36,464 | $5,336+583.4% | $5,150+608.1% | $12,270+197.2% |