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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 | $47,155 | $185,312-74.6% | $161,489-70.8% | $154,746-69.5% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 3.53% | 103.84%-100.3pp | 89.72%-86.2pp | 172.34%-168.8pp |
| Employer contribution / active EE | $1,249 | $4,769-73.8% | $4,268-70.7% | $4,379-71.5% |
| Participant deferral / active EE | $4,752 | $6,350-25.2% | $5,630-15.6% | $6,730-29.4% |
| Admin fee / account holder | $94,271 | $18,654+405.4% | $16,006+489.0% | $14,365+556.2% |