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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 | $45,401 | $58,311-22.1% | $81,882-44.6% | $80,959-43.9% |
| Participation rate | 48.2% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 10.66% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $313 | $2,347-86.6% | $2,916-89.3% | $2,757-88.6% |
| Participant deferral / active EE | $3,351 | $3,287+1.9% | $4,323-22.5% | $4,300-22.1% |
| Admin fee / account holder | $4,037 | $4,752-15.0% | $7,360-45.1% | $6,925-41.7% |