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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 | $134,817-65.4% | $123,973-62.4% | $155,188-70.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 6.83% | 515.49%-508.7pp | 388.13%-381.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $1,011 | $4,425-77.2% | $4,126-75.5% | $4,248-76.2% |
| Participant deferral / active EE | $5,062 | $5,706-11.3% | $5,247-3.5% | $6,531-22.5% |
| Admin fee / account holder | $30,808 | $13,245+132.6% | $11,799+161.1% | $14,480+112.8% |