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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 | $183,627-82.4% | $155,602-79.2% | $145,978-77.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.89% | 61.32%-56.4pp | 64.81%-59.9pp | 550.52%-545.6pp |
| Employer contribution / active EE | $4,400 | $5,316-17.2% | $4,675-5.9% | $4,662-5.6% |
| Participant deferral / active EE | $8,625 | $6,466+33.4% | $5,629+53.2% | $6,690+28.9% |
| Admin fee / account holder | $14,400 | $19,327-25.5% | $15,923-9.6% | $13,400+7.5% |