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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 | $43,183 | $172,111-74.9% | $150,298-71.3% | $137,256-68.5% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 8.43% | 69.37%-60.9pp | 62.79%-54.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,191 | $4,636-52.7% | $4,154-47.3% | $4,156-47.3% |
| Participant deferral / active EE | $4,520 | $6,166-26.7% | $5,453-17.1% | $6,407-29.5% |
| Admin fee / account holder | $38,858 | $16,471+135.9% | $14,116+175.3% | $12,270+216.7% |