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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 | $48,127 | $157,276-69.4% | $141,177-65.9% | $152,885-68.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 14.33% | 64.33%-50.0pp | 71.40%-57.1pp | 345.39%-331.1pp |
| Employer contribution / active EE | $3,225 | $5,262-38.7% | $4,736-31.9% | $4,763-32.3% |
| Participant deferral / active EE | $7,419 | $7,110+4.3% | $6,710+10.6% | $5,851+26.8% |
| Admin fee / account holder | $66,308 | $12,123+447.0% | $10,263+546.1% | $11,598+471.7% |