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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 | $42,500 | $154,228-72.4% | $145,433-70.8% | $137,256-69.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 10.17% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,887 | $4,804-60.7% | $4,554-58.6% | $4,156-54.6% |
| Participant deferral / active EE | $4,763 | $8,216-42.0% | $7,897-39.7% | $6,407-25.7% |
| Admin fee / account holder | $34,144 | $14,344+138.0% | $13,129+160.1% | $12,270+178.3% |