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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 | $37,884 | $178,174-78.7% | $156,181-75.7% | $137,256-72.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 7.34% | 84.19%-76.8pp | 64.87%-57.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $2,212 | $4,972-55.5% | $4,294-48.5% | $4,156-46.8% |
| Participant deferral / active EE | $3,721 | $6,888-46.0% | $6,132-39.3% | $6,407-41.9% |
| Admin fee / account holder | $35,599 | $17,404+104.5% | $14,586+144.1% | $12,270+190.1% |