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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 | $41,471 | $211,224-80.4% | $178,505-76.8% | $145,897-71.6% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 6.21% | 30.28%-24.1pp | 27.16%-20.9pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,537 | $4,577-66.4% | $3,955-61.1% | $4,663-67.0% |
| Participant deferral / active EE | $7,278 | $6,966+4.5% | $6,280+15.9% | $6,689+8.8% |
| Admin fee / account holder | $4,525 | $12,109-62.6% | $10,428-56.6% | $13,390-66.2% |