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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 | $47,317 | $166,089-71.5% | $164,928-71.3% | $145,978-67.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 7.04% | 100.26%-93.2pp | 70.08%-63.0pp | 550.52%-543.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,964 | $6,961-28.7% | $6,034-17.7% | $6,690-25.8% |
| Admin fee / account holder | $66,133 | $16,641+297.4% | $12,684+421.4% | $13,400+393.5% |