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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 | $37,383 | $172,111-78.3% | $150,298-75.1% | $137,256-72.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 4.44% | 69.37%-64.9pp | 62.79%-58.3pp | 220.34%-215.9pp |
| Employer contribution / active EE | $6,031 | $4,636+30.1% | $4,154+45.2% | $4,156+45.1% |
| Participant deferral / active EE | $6,283 | $6,166+1.9% | $5,453+15.2% | $6,407-1.9% |
| Admin fee / account holder | $84,477 | $16,471+412.9% | $14,116+498.5% | $12,270+588.5% |