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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 | $36,969 | $198,457-81.4% | $170,435-78.3% | $147,586-75.0% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 8.81% | 257.30%-248.5pp | 205.94%-197.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,715 | $6,183-56.1% | $5,432-50.0% | $4,876-44.3% |
| Participant deferral / active EE | $3,040 | $5,629-46.0% | $4,939-38.5% | $5,439-44.1% |
| Admin fee / account holder | $49,815 | $16,852+195.6% | $13,881+258.9% | $10,886+357.6% |