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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 | $45,436 | $100,073-54.6% | $85,126-46.6% | $145,877-68.9% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 5.11% | 84.11%-79.0pp | 66.63%-61.5pp | 551.28%-546.2pp |
| Employer contribution / active EE | $8,363 | $3,236+158.4% | $2,731+206.2% | $4,663+79.3% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,135 | $7,261-70.6% | $6,160-65.4% | $13,402-84.1% |