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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 | $48,436 | $211,239-77.1% | $178,528-72.9% | $145,877-66.8% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 3.83% | 30.22%-26.4pp | 27.11%-23.3pp | 551.28%-547.4pp |
| Employer contribution / active EE | $1,360 | $4,570-70.2% | $3,950-65.6% | $4,663-70.8% |
| Participant deferral / active EE | $2,152 | $6,963-69.1% | $6,278-65.7% | $6,691-67.8% |
| Admin fee / account holder | $70,225 | $12,095+480.6% | $10,419+574.0% | $13,402+424.0% |