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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 | $185,312-79.8% | $161,489-76.9% | $154,746-75.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 4.44% | 103.84%-99.4pp | 89.72%-85.3pp | 172.34%-167.9pp |
| Employer contribution / active EE | $6,031 | $4,769+26.5% | $4,268+41.3% | $4,379+37.7% |
| Participant deferral / active EE | $6,283 | $6,350-1.1% | $5,630+11.6% | $6,730-6.7% |
| Admin fee / account holder | $84,477 | $18,654+352.8% | $16,006+427.8% | $14,365+488.1% |