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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 | $43,007 | $162,529-73.5% | $130,788-67.1% | $154,746-72.2% |
| Participation rate | 58.3% | 75.9%-17.5pp | 70.1%-11.8pp | 80.7%-22.4pp |
| Annual return | 1.57% | 510.48%-508.9pp | 386.44%-384.9pp | 172.34%-170.8pp |
| Employer contribution / active EE | $1,130 | $4,447-74.6% | $3,558-68.2% | $4,379-74.2% |
| Participant deferral / active EE | $1,438 | $4,808-70.1% | $4,137-65.3% | $6,730-78.6% |
| Admin fee / account holder | $21,711 | $7,669+183.1% | $6,673+225.4% | $14,365+51.1% |