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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 | $41,350 | $65,555-36.9% | $86,216-52.0% | $75,173-45.0% |
| Participation rate | 47.0% | 60.5%-13.5pp | 69.0%-22.0pp | 67.2%-20.2pp |
| Annual return | 12.23% | 46.07%-33.8pp | 1169.42%-1157.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $425 | $1,553-72.6% | $2,382-82.1% | $2,671-84.1% |
| Participant deferral / active EE | $2,718 | $3,023-10.1% | $3,986-31.8% | $4,126-34.1% |
| Admin fee / account holder | $2,776 | $5,469-49.2% | $6,853-59.5% | $5,651-50.9% |