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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 | $160,040-76.5% | $147,096-74.4% | $145,877-74.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 6.35% | 98.49%-92.1pp | 419.75%-413.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,605 | $5,289-69.7% | $4,936-67.5% | $4,663-65.6% |
| Participant deferral / active EE | $3,787 | $8,429-55.1% | $8,071-53.1% | $6,691-43.4% |
| Admin fee / account holder | $19,789 | $15,050+31.5% | $13,005+52.2% | $13,402+47.7% |