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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 | $159,934-76.5% | $147,005-74.4% | $145,959-74.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 6.35% | 98.24%-91.9pp | 418.76%-412.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $1,605 | $5,287-69.6% | $4,934-67.5% | $4,661-65.6% |
| Participant deferral / active EE | $3,787 | $8,427-55.1% | $8,070-53.1% | $6,689-43.4% |
| Admin fee / account holder | $19,789 | $15,053+31.5% | $13,006+52.1% | $13,398+47.7% |