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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 | $45,464 | $160,028-71.6% | $147,080-69.1% | $145,884-68.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.12% | 98.60%-91.5pp | 420.17%-413.1pp | 551.85%-544.7pp |
| Employer contribution / active EE | $3,173 | $5,286-40.0% | $4,933-35.7% | $4,662-31.9% |
| Participant deferral / active EE | $5,687 | $8,422-32.5% | $8,066-29.5% | $6,690-15.0% |
| Admin fee / account holder | $54,988 | $15,030+265.9% | $12,989+323.3% | $13,392+310.6% |