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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 | $44,348 | $148,582-70.2% | $135,942-67.4% | $139,456-68.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 10.91% | 79.26%-68.3pp | 68.28%-57.4pp | 373.45%-362.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,870 | $8,101-52.2% | $7,759-50.1% | $6,711-42.3% |
| Admin fee / account holder | $97,006 | $12,402+682.2% | $10,764+801.2% | $11,407+750.4% |