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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 | $39,609 | $148,623-73.3% | $135,974-70.9% | $139,466-71.6% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 9.80% | 79.30%-69.5pp | 68.30%-58.5pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,996 | $5,246-62.0% | $4,859-58.9% | $4,754-58.0% |
| Participant deferral / active EE | $4,854 | $8,103-40.1% | $7,760-37.4% | $6,712-27.7% |
| Admin fee / account holder | $35,023 | $12,406+182.3% | $10,767+225.3% | $11,409+207.0% |