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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 | $181,062-74.0% | $158,223-70.2% | $155,188-69.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 3.53% | 57.39%-53.9pp | 52.09%-48.6pp | 148.84%-145.3pp |
| Employer contribution / active EE | $1,249 | $4,565-72.6% | $4,109-69.6% | $4,248-70.6% |
| Participant deferral / active EE | $4,752 | $6,134-22.5% | $5,467-13.1% | $6,531-27.2% |
| Admin fee / account holder | $94,271 | $18,825+400.8% | $16,047+487.5% | $14,480+551.1% |