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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 | $167,030-71.1% | $135,768-64.4% | $155,188-68.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 5.64% | 678.39%-672.8pp | 526.10%-520.5pp | 148.84%-143.2pp |
| Employer contribution / active EE | $811 | $4,132-80.4% | $3,394-76.1% | $4,248-80.9% |
| Participant deferral / active EE | $4,818 | $4,528+6.4% | $3,977+21.1% | $6,531-26.2% |
| Admin fee / account holder | $133,606 | $8,172+1535.0% | $7,048+1795.6% | $14,480+822.7% |