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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 | $44,850 | $183,592-75.6% | $155,574-71.2% | $145,877-69.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.33% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,305 | $5,317-56.6% | $4,676-50.7% | $4,663-50.6% |
| Participant deferral / active EE | $6,958 | $6,466+7.6% | $5,629+23.6% | $6,691+4.0% |
| Admin fee / account holder | $16,788 | $19,316-13.1% | $15,914+5.5% | $13,402+25.3% |