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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 | $34,123 | $69,118-50.6% | $53,647-36.4% | $138,895-75.4% |
| Participation rate | 44.4% | 64.0%-19.5pp | 56.3%-11.8pp | 79.9%-35.5pp |
| Annual return | 5.19% | 248.26%-243.1pp | 358.33%-353.1pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,264 | $1,189+6.2% | $962+31.4% | $4,194-69.9% |
| Participant deferral / active EE | $5,579 | $2,274+145.3% | $1,813+207.7% | $6,396-12.8% |
| Admin fee / account holder | $127,409 | $2,724+4577.3% | $2,460+5079.4% | $12,562+914.2% |