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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 | $47,736 | $48,570-1.7% | $130,660-63.5% | $72,976-34.6% |
| Participation rate | 26.7% | 58.6%-31.9pp | 71.7%-45.1pp | 69.5%-42.8pp |
| Annual return | 2.90% | 38.63%-35.7pp | 1709.29%-1706.4pp | 81.02%-78.1pp |
| Employer contribution / active EE | $645 | $1,334-51.6% | $4,092-84.2% | $2,440-73.6% |
| Participant deferral / active EE | $1,743 | $2,384-26.9% | $3,603-51.6% | $3,608-51.7% |
| Admin fee / account holder | $877 | $3,549-75.3% | $5,463-84.0% | $5,124-82.9% |