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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 | $45,167 | $157,304-71.3% | $141,197-68.0% | $152,909-70.5% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 6.90% | 64.34%-57.4pp | 71.41%-64.5pp | 345.46%-338.6pp |
| Employer contribution / active EE | $2,006 | $5,263-61.9% | $4,736-57.6% | $4,764-57.9% |
| Participant deferral / active EE | $3,612 | $7,111-49.2% | $6,710-46.2% | $5,851-38.3% |
| Admin fee / account holder | $32,527 | $12,126+168.2% | $10,265+216.9% | $11,601+180.4% |