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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 | $48,838 | $154,228-68.3% | $145,433-66.4% | $137,256-64.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 2.24% | 74.59%-72.3pp | 66.58%-64.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,704 | $8,216-18.4% | $7,897-15.1% | $6,407+4.6% |
| Admin fee / account holder | $48,828 | $14,344+240.4% | $13,129+271.9% | $12,270+297.9% |