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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 | $90,691-50.5% | $76,119-41.1% | $145,884-69.2% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.5pp |
| Annual return | 2.59% | 624.52%-621.9pp | 361.25%-358.7pp | 551.85%-549.3pp |
| Employer contribution / active EE | $1,747 | $3,329-47.5% | $2,693-35.1% | $4,662-62.5% |
| Participant deferral / active EE | $2,095 | $5,167-59.5% | $4,259-50.8% | $6,690-68.7% |
| Admin fee / account holder | $9,693 | $8,383+15.6% | $6,421+50.9% | $13,392-27.6% |