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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 | $44,866 | $90,614-50.5% | $76,089-41.0% | $145,877-69.2% |
| Participation rate | 53.8% | 74.5%-20.7pp | 69.1%-15.2pp | 80.3%-26.5pp |
| Annual return | 2.59% | 623.80%-621.2pp | 360.94%-358.3pp | 551.28%-548.7pp |
| Employer contribution / active EE | $1,747 | $3,324-47.4% | $2,690-35.0% | $4,663-62.5% |
| Participant deferral / active EE | $2,095 | $5,168-59.5% | $4,259-50.8% | $6,691-68.7% |
| Admin fee / account holder | $9,693 | $8,376+15.7% | $6,418+51.0% | $13,402-27.7% |