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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 | $30,392 | $108,911-72.1% | $100,392-69.7% | $145,884-79.2% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 8.48% | 58.23%-49.7pp | 49.45%-41.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $8,521 | $4,420+92.8% | $3,941+116.2% | $4,662+82.8% |
| Participant deferral / active EE | $11,657 | $8,459+37.8% | $8,090+44.1% | $6,690+74.3% |
| Admin fee / account holder | $49,071 | $9,698+406.0% | $7,904+520.8% | $13,392+266.4% |