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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 | $47,168 | $129,737-63.6% | $119,126-60.4% | $154,746-69.5% |
| Participation rate | 30.0% | 78.9%-48.9pp | 75.8%-45.8pp | 80.7%-50.7pp |
| Annual return | 7.14% | 379.08%-371.9pp | 282.11%-275.0pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,800 | $4,375-36.0% | $4,034-30.6% | $4,379-36.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $481 | $11,961-96.0% | $10,693-95.5% | $14,365-96.7% |