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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 | $46,182 | $201,259-77.1% | $184,200-74.9% | $145,959-68.4% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 2.47% | 28.98%-26.5pp | 28.80%-26.3pp | 561.95%-559.5pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,862 | $9,806-30.0% | $9,132-24.9% | $6,689+2.6% |
| Admin fee / account holder | $76,491 | $16,372+367.2% | $13,907+450.0% | $13,398+470.9% |