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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 | $47,277 | $111,878-57.7% | $93,727-49.6% | $145,897-67.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.31% | 204.28%-197.0pp | 133.83%-126.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,068 | $3,092-65.5% | $2,421-55.9% | $4,663-77.1% |
| Participant deferral / active EE | $1,215 | $4,920-75.3% | $4,417-72.5% | $6,689-81.8% |
| Admin fee / account holder | $30,030 | $10,256+192.8% | $8,292+262.2% | $13,390+124.3% |