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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 | $56,596 | $111,535-49.3% | $105,223-46.2% | $137,256-58.8% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 5.88% | 237.85%-232.0pp | 180.65%-174.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $918 | $3,939-76.7% | $3,689-75.1% | $4,156-77.9% |
| Participant deferral / active EE | $1,522 | $5,500-72.3% | $5,072-70.0% | $6,407-76.2% |
| Admin fee / account holder | $31,328 | $9,721+222.3% | $8,859+253.6% | $12,270+155.3% |