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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 | $65,744 | $181,062-63.7% | $158,223-58.4% | $155,188-57.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 2.79% | 57.39%-54.6pp | 52.09%-49.3pp | 148.84%-146.0pp |
| Employer contribution / active EE | $4,904 | $4,565+7.4% | $4,109+19.3% | $4,248+15.4% |
| Participant deferral / active EE | $10,928 | $6,134+78.1% | $5,467+99.9% | $6,531+67.3% |
| Admin fee / account holder | $192,947 | $18,825+925.0% | $16,047+1102.4% | $14,480+1232.5% |