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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 | $40,966 | $183,592-77.7% | $155,567-73.7% | $145,959-71.9% |
| Participation rate | 47.6% | 82.7%-35.1pp | 78.2%-30.6pp | 80.3%-32.7pp |
| Annual return | 8.53% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,754 | $5,315-48.2% | $4,674-41.1% | $4,661-40.9% |
| Participant deferral / active EE | $6,363 | $6,464-1.6% | $5,628+13.1% | $6,689-4.9% |
| Admin fee / account holder | $10,348 | $19,318-46.4% | $15,916-35.0% | $13,398-22.8% |