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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 | $47,528 | $181,062-73.8% | $158,223-70.0% | $155,188-69.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 6.11% | 57.39%-51.3pp | 52.09%-46.0pp | 148.84%-142.7pp |
| Employer contribution / active EE | $1,340 | $4,565-70.6% | $4,109-67.4% | $4,248-68.5% |
| Participant deferral / active EE | $7,160 | $6,134+16.7% | $5,467+31.0% | $6,531+9.6% |
| Admin fee / account holder | $340,396 | $18,825+1708.2% | $16,047+2021.2% | $14,480+2250.8% |