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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 | $90,397-50.4% | $76,002-41.0% | $145,959-69.3% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 2.59% | 621.97%-619.4pp | 360.07%-357.5pp | 561.95%-559.4pp |
| Employer contribution / active EE | $1,747 | $3,317-47.3% | $2,688-35.0% | $4,661-62.5% |
| Participant deferral / active EE | $2,095 | $5,163-59.4% | $4,257-50.8% | $6,689-68.7% |
| Admin fee / account holder | $9,693 | $8,369+15.8% | $6,414+51.1% | $13,398-27.7% |