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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 | $111,814-57.7% | $93,654-49.5% | $145,959-67.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.31% | 203.30%-196.0pp | 133.34%-126.0pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,068 | $3,092-65.5% | $2,421-55.9% | $4,661-77.1% |
| Participant deferral / active EE | $1,215 | $4,914-75.3% | $4,413-72.5% | $6,689-81.8% |
| Admin fee / account holder | $30,030 | $10,246+193.1% | $8,282+262.6% | $13,398+124.1% |