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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 | $70,030 | $185,905-62.3% | $170,057-58.8% | $139,487-49.8% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 2.76% | 60.56%-57.8pp | 53.42%-50.7pp | 373.84%-371.1pp |
| Employer contribution / active EE | $3,311 | $7,597-56.4% | $6,790-51.2% | $4,755-30.4% |
| Participant deferral / active EE | $6,671 | $11,627-42.6% | $10,411-35.9% | $6,713-0.6% |
| Admin fee / account holder | $31,428 | $15,397+104.1% | $12,826+145.0% | $11,407+175.5% |