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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 | $172,111-72.6% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 3.53% | 69.37%-65.8pp | 62.79%-59.3pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,249 | $4,636-73.1% | $4,154-69.9% | $4,156-70.0% |
| Participant deferral / active EE | $4,752 | $6,166-22.9% | $5,453-12.9% | $6,407-25.8% |
| Admin fee / account holder | $94,271 | $16,471+472.3% | $14,116+567.8% | $12,270+668.3% |