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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 | $37,687 | $97,125-61.2% | $86,233-56.3% | $137,256-72.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 4.46% | 74.19%-69.7pp | 61.39%-56.9pp | 220.34%-215.9pp |
| Employer contribution / active EE | $4,366 | $2,841+53.6% | $2,504+74.3% | $4,156+5.0% |
| Participant deferral / active EE | $4,641 | $5,180-10.4% | $4,559+1.8% | $6,407-27.6% |
| Admin fee / account holder | $52,717 | $9,725+442.1% | $8,342+531.9% | $12,270+329.6% |