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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 | $28,845 | $49,896-42.2% | $80,627-64.2% | $75,173-61.6% |
| Participation rate | 45.7% | 55.3%-9.7pp | 67.0%-21.4pp | 67.2%-21.6pp |
| Annual return | 13.31% | 34.67%-21.4pp | 936.76%-923.5pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,583 | $1,699-6.8% | $2,723-41.9% | $2,671-40.7% |
| Participant deferral / active EE | $2,872 | $2,992-4.0% | $4,443-35.3% | $4,126-30.4% |
| Admin fee / account holder | $10,589 | $3,578+196.0% | $5,381+96.8% | $5,651+87.4% |