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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 | $46,514 | $102,382-54.6% | $147,005-68.4% | $80,874-42.5% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.2%-20.9pp | 67.6%-6.4pp |
| Annual return | 9.54% | 134.89%-125.4pp | 418.76%-409.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $2,239 | $3,715-39.7% | $4,934-54.6% | $2,756-18.7% |
| Participant deferral / active EE | $3,062 | $6,646-53.9% | $8,070-62.1% | $4,297-28.7% |
| Admin fee / account holder | $14,156 | $7,942+78.2% | $13,006+8.8% | $6,935+104.1% |