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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 | $42,383 | $63,346-33.1% | $92,240-54.1% | $70,126-39.6% |
| Participation rate | 52.9% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.6pp |
| Annual return | 12.44% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,179 | $2,471-52.3% | $3,680-68.0% | $2,343-49.7% |
| Participant deferral / active EE | $2,637 | $2,854-7.6% | $3,897-32.3% | $3,332-20.9% |
| Admin fee / account holder | $14,989 | $3,841+290.3% | $5,194+188.6% | $4,645+222.7% |