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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 | $37,660 | $160,028-76.5% | $147,080-74.4% | $145,884-74.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 6.35% | 98.60%-92.2pp | 420.17%-413.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,605 | $5,286-69.6% | $4,933-67.5% | $4,662-65.6% |
| Participant deferral / active EE | $3,787 | $8,422-55.0% | $8,066-53.0% | $6,690-43.4% |
| Admin fee / account holder | $19,789 | $15,030+31.7% | $12,989+52.4% | $13,392+47.8% |