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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 | $36,039 | $172,111-79.1% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 9.83% | 69.37%-59.5pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,114 | $4,636-54.4% | $4,154-49.1% | $4,156-49.1% |
| Participant deferral / active EE | $6,232 | $6,166+1.1% | $5,453+14.3% | $6,407-2.7% |
| Admin fee / account holder | $359 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |