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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 | $46,791 | $154,228-69.7% | $145,433-67.8% | $137,256-65.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 4.87% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $5,848 | $4,804+21.7% | $4,554+28.4% | $4,156+40.7% |
| Participant deferral / active EE | $13,832 | $8,216+68.3% | $7,897+75.1% | $6,407+115.9% |
| Admin fee / account holder | $195,312 | $14,344+1261.7% | $13,129+1387.6% | $12,270+1491.8% |