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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 | $39,938 | $178,174-77.6% | $156,181-74.4% | $137,256-70.9% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 4.79% | 84.19%-79.4pp | 64.87%-60.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $2,737 | $4,972-44.9% | $4,294-36.2% | $4,156-34.1% |
| Participant deferral / active EE | $3,059 | $6,888-55.6% | $6,132-50.1% | $6,407-52.3% |
| Admin fee / account holder | $15,593 | $17,404-10.4% | $14,586+6.9% | $12,270+27.1% |