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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 | $31,548 | $157,296-79.9% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 10.05% | 64.34%-54.3pp | 71.41%-61.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $3,939 | $5,262-25.2% | $4,736-16.8% | $4,764-17.3% |
| Participant deferral / active EE | $8,607 | $7,111+21.0% | $6,710+28.3% | $5,851+47.1% |
| Admin fee / account holder | $36,024 | $12,125+197.1% | $10,264+251.0% | $11,599+210.6% |