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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 | $46,591 | $111,535-58.2% | $105,223-55.7% | $137,256-66.1% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 6.83% | 237.85%-231.0pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,011 | $3,939-74.3% | $3,689-72.6% | $4,156-75.7% |
| Participant deferral / active EE | $5,062 | $5,500-8.0% | $5,072-0.2% | $6,407-21.0% |
| Admin fee / account holder | $30,808 | $9,721+216.9% | $8,859+247.8% | $12,270+151.1% |