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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 | $162,136-73.8% | $152,301-72.1% | $154,746-72.5% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 10.17% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,887 | $4,890-61.4% | $4,624-59.2% | $4,379-56.9% |
| Participant deferral / active EE | $4,763 | $8,341-42.9% | $8,004-40.5% | $6,730-29.2% |
| Admin fee / account holder | $34,144 | $15,759+116.7% | $14,398+137.1% | $14,365+137.7% |