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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 | $45,203 | $57,305-21.1% | $86,640-47.8% | $75,173-39.9% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.5pp |
| Annual return | 12.51% | 2674.24%-2661.7pp | 592.52%-580.0pp | 160.72%-148.2pp |
| Employer contribution / active EE | $565 | $2,316-75.6% | $3,024-81.3% | $2,671-78.8% |
| Participant deferral / active EE | $2,432 | $3,320-26.7% | $4,438-45.2% | $4,126-41.1% |
| Admin fee / account holder | $2,908 | $4,116-29.4% | $5,616-48.2% | $5,651-48.5% |