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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 | $44,626 | $201,370-77.8% | $184,256-75.8% | $145,897-69.4% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 4.22% | 29.05%-24.8pp | 28.85%-24.6pp | 552.29%-548.1pp |
| Employer contribution / active EE | $5,239 | $7,024-25.4% | $6,427-18.5% | $4,663+12.4% |
| Participant deferral / active EE | $12,507 | $9,808+27.5% | $9,133+36.9% | $6,689+87.0% |
| Admin fee / account holder | $203,347 | $16,364+1142.6% | $13,899+1363.0% | $13,390+1418.6% |