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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 | $47,717 | $70,121-32.0% | $63,803-25.2% | $138,895-65.6% |
| Participation rate | 57.9% | 77.2%-19.3pp | 72.7%-14.8pp | 79.9%-22.0pp |
| Annual return | 5.31% | 946.48%-941.2pp | 543.72%-538.4pp | 145.39%-140.1pp |
| Employer contribution / active EE | $3,486 | $2,882+21.0% | $2,532+37.7% | $4,194-16.9% |
| Participant deferral / active EE | $1,770 | $4,535-61.0% | $3,843-53.9% | $6,396-72.3% |
| Admin fee / account holder | $71,815 | $6,738+965.9% | $5,196+1282.0% | $12,562+471.7% |