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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 | $43,794 | $148,623-70.5% | $135,974-67.8% | $139,466-68.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 7.22% | 79.30%-72.1pp | 68.30%-61.1pp | 373.66%-366.4pp |
| Employer contribution / active EE | $1,360 | $5,246-74.1% | $4,859-72.0% | $4,754-71.4% |
| Participant deferral / active EE | $7,131 | $8,103-12.0% | $7,760-8.1% | $6,712+6.2% |
| Admin fee / account holder | $45,030 | $12,406+263.0% | $10,767+318.2% | $11,409+294.7% |