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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 | $108,882-65.4% | $96,754-61.0% | $154,746-75.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 4.46% | 98.39%-93.9pp | 82.04%-77.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $4,366 | $3,018+44.6% | $2,679+62.9% | $4,379-0.3% |
| Participant deferral / active EE | $4,641 | $5,323-12.8% | $4,758-2.5% | $6,730-31.0% |
| Admin fee / account holder | $52,717 | $10,200+416.8% | $8,905+492.0% | $14,365+267.0% |