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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 | $47,166 | $89,370-47.2% | $141,197-66.6% | $72,976-35.4% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 7.50% | 111.88%-104.4pp | 71.41%-63.9pp | 81.02%-73.5pp |
| Employer contribution / active EE | $4,231 | $3,115+35.8% | $4,736-10.7% | $2,440+73.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,068 | $5,957+35.4% | $10,265-21.4% | $5,124+57.4% |