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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 | $199,109-79.6% | $173,730-76.6% | $154,746-73.8% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.6%-26.2pp | 80.7%-27.4pp |
| Annual return | 8.70% | 20.02%-11.3pp | 19.96%-11.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,920 | $5,311-63.9% | $4,577-58.1% | $4,379-56.2% |
| Participant deferral / active EE | $3,604 | $7,113-49.3% | $6,326-43.0% | $6,730-46.4% |
| Admin fee / account holder | $51,440 | $20,916+145.9% | $17,523+193.6% | $14,365+258.1% |