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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 | $154,754-68.8% | $124,206-61.1% | $138,895-65.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.6%-29.6pp | 79.9%-39.9pp |
| Annual return | 5.64% | 709.28%-703.6pp | 515.27%-509.6pp | 145.39%-139.8pp |
| Employer contribution / active EE | $811 | $4,446-81.8% | $3,540-77.1% | $4,194-80.7% |
| Participant deferral / active EE | $4,818 | $4,621+4.3% | $3,968+21.4% | $6,396-24.7% |
| Admin fee / account holder | $133,606 | $6,690+1897.2% | $5,929+2153.6% | $12,562+963.6% |