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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 | $48,222 | $160,040-69.9% | $147,096-67.2% | $145,877-66.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 6.05% | 98.49%-92.4pp | 419.75%-413.7pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,472 | $5,289-53.3% | $4,936-49.9% | $4,663-47.0% |
| Participant deferral / active EE | $5,746 | $8,429-31.8% | $8,071-28.8% | $6,691-14.1% |
| Admin fee / account holder | $869 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |