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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 | $42,506 | $209,336-79.7% | $197,124-78.4% | $137,256-69.0% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 5.52% | 48.09%-42.6pp | 44.34%-38.8pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,236 | $9,614-35.1% | $9,135-31.7% | $6,407-2.7% |
| Admin fee / account holder | $103,480 | $17,308+497.9% | $16,298+534.9% | $12,270+743.3% |