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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 | $108,897-72.1% | $100,378-69.7% | $145,877-79.2% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 8.48% | 58.17%-49.7pp | 49.41%-40.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $8,521 | $4,420+92.8% | $3,942+116.2% | $4,663+82.7% |
| Participant deferral / active EE | $11,657 | $8,455+37.9% | $8,087+44.1% | $6,691+74.2% |
| Admin fee / account holder | $49,071 | $9,690+406.4% | $7,899+521.2% | $13,402+266.1% |