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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 | $48,321 | $162,529-70.3% | $130,788-63.1% | $154,746-68.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 5.64% | 510.48%-504.8pp | 386.44%-380.8pp | 172.34%-166.7pp |
| Employer contribution / active EE | $811 | $4,447-81.8% | $3,558-77.2% | $4,379-81.5% |
| Participant deferral / active EE | $4,818 | $4,808+0.2% | $4,137+16.5% | $6,730-28.4% |
| Admin fee / account holder | $133,606 | $7,669+1642.2% | $6,673+1902.3% | $14,365+830.1% |