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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 | $46,833 | $100,970-53.6% | $96,576-51.5% | $137,256-65.9% |
| Participation rate | 20.0% | 82.6%-62.6pp | 81.4%-61.4pp | 80.0%-60.0pp |
| Annual return | 12.08% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,600 | $3,809-5.5% | $3,553+1.3% | $4,156-13.4% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,270 | $11,312-88.8% | $11,381-88.8% | $12,270-89.6% |