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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 | $38,408 | $165,351-76.8% | $149,710-74.3% | $158,931-75.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.96% | 348.19%-343.2pp | 276.63%-271.7pp | 302.86%-297.9pp |
| Employer contribution / active EE | $1,473 | $5,103-71.1% | $4,645-68.3% | $4,761-69.1% |
| Participant deferral / active EE | $5,430 | $7,181-24.4% | $6,842-20.6% | $5,982-9.2% |
| Admin fee / account holder | $2,225 | $10,807-79.4% | $9,309-76.1% | $11,247-80.2% |