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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 | $46,405 | $185,312-75.0% | $161,489-71.3% | $154,746-70.0% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 9.10% | 103.84%-94.7pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,309 | $4,769-72.6% | $4,268-69.3% | $4,379-70.1% |
| Participant deferral / active EE | $2,186 | $6,350-65.6% | $5,630-61.2% | $6,730-67.5% |
| Admin fee / account holder | $95,902 | $18,654+414.1% | $16,006+499.2% | $14,365+567.6% |