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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 | $47,180 | $112,729-58.1% | $98,716-52.2% | $137,256-65.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 4.65% | 38.48%-33.8pp | 31.81%-27.2pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,871 | $2,725-31.3% | $2,279-17.9% | $4,156-55.0% |
| Participant deferral / active EE | $2,607 | $4,640-43.8% | $4,048-35.6% | $6,407-59.3% |
| Admin fee / account holder | $268,903 | $10,129+2554.9% | $8,703+2989.8% | $12,270+2091.5% |