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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 | $42,205 | $159,934-73.6% | $147,005-71.3% | $145,959-71.1% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 5.90% | 98.24%-92.3pp | 418.76%-412.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $1,946 | $5,287-63.2% | $4,934-60.6% | $4,661-58.2% |
| Participant deferral / active EE | $11,043 | $8,427+31.0% | $8,070+36.8% | $6,689+65.1% |
| Admin fee / account holder | $239,746 | $15,053+1492.6% | $13,006+1743.3% | $13,398+1689.4% |