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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 | $40,382 | $49,976-19.2% | $66,674-39.4% | $82,637-51.1% |
| Participation rate | 42.9% | 63.1%-20.2pp | 73.7%-30.8pp | 68.1%-25.2pp |
| Annual return | 9.32% | 39.09%-29.8pp | 321.24%-311.9pp | 53.51%-44.2pp |
| Employer contribution / active EE | $2,359 | $1,988+18.7% | $2,620-10.0% | $2,552-7.6% |
| Participant deferral / active EE | $5,826 | $2,847+104.7% | $4,084+42.6% | $4,126+41.2% |
| Admin fee / account holder | $101,231 | $4,594+2103.8% | $5,098+1885.7% | $7,339+1279.4% |