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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 | $43,079 | $157,296-72.6% | $141,191-69.5% | $152,897-71.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 11.12% | 64.34%-53.2pp | 71.41%-60.3pp | 345.43%-334.3pp |
| Employer contribution / active EE | $1,937 | $5,262-63.2% | $4,736-59.1% | $4,764-59.3% |
| Participant deferral / active EE | $4,321 | $7,111-39.2% | $6,710-35.6% | $5,851-26.1% |
| Admin fee / account holder | $38,771 | $12,125+219.8% | $10,264+277.7% | $11,599+234.3% |