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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 | $93,905 | $209,336-55.1% | $197,124-52.4% | $137,256-31.6% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 6.31% | 48.09%-41.8pp | 44.34%-38.0pp | 220.34%-214.0pp |
| Employer contribution / active EE | $3,577 | $6,591-45.7% | $6,227-42.6% | $4,156-13.9% |
| Participant deferral / active EE | $7,727 | $9,614-19.6% | $9,135-15.4% | $6,407+20.6% |
| Admin fee / account holder | $37,812 | $17,308+118.5% | $16,298+132.0% | $12,270+208.2% |