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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 | $40,610 | $178,174-77.2% | $156,181-74.0% | $137,256-70.4% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 8.70% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,920 | $4,972-61.4% | $4,294-55.3% | $4,156-53.8% |
| Participant deferral / active EE | $3,604 | $6,888-47.7% | $6,132-41.2% | $6,407-43.7% |
| Admin fee / account holder | $51,440 | $17,404+195.6% | $14,586+252.7% | $12,270+319.2% |