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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 | $41,898 | $47,105-11.1% | $68,368-38.7% | $67,986-38.4% |
| Participation rate | 48.8% | 51.8%-3.0pp | 73.8%-25.0pp | 57.2%-8.4pp |
| Annual return | 11.49% | 48.37%-36.9pp | 292.57%-281.1pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,177 | $1,859-36.7% | $2,649-55.6% | $2,019-41.7% |
| Participant deferral / active EE | $1,529 | $2,374-35.6% | $4,123-62.9% | $3,358-54.5% |
| Admin fee / account holder | $14,702 | $2,435+503.8% | $5,150+185.5% | $3,203+359.0% |