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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 | $211,288-77.1% | $178,540-72.9% | $145,884-66.8% |
| Participation rate | 31.3% | 80.8%-49.6pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 3.83% | 30.27%-26.4pp | 27.15%-23.3pp | 551.85%-548.0pp |
| Employer contribution / active EE | $1,360 | $4,574-70.3% | $3,953-65.6% | $4,662-70.8% |
| Participant deferral / active EE | $2,152 | $6,967-69.1% | $6,281-65.7% | $6,690-67.8% |
| Admin fee / account holder | $70,225 | $12,105+480.1% | $10,424+573.7% | $13,392+424.4% |