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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 | $32,366 | $183,592-82.4% | $155,574-79.2% | $145,877-77.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.89% | 61.37%-56.5pp | 64.87%-60.0pp | 551.28%-546.4pp |
| Employer contribution / active EE | $4,400 | $5,317-17.2% | $4,676-5.9% | $4,663-5.6% |
| Participant deferral / active EE | $8,625 | $6,466+33.4% | $5,629+53.2% | $6,691+28.9% |
| Admin fee / account holder | $14,400 | $19,316-25.4% | $15,914-9.5% | $13,402+7.4% |