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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 | $40,507 | $157,296-74.2% | $141,191-71.3% | $152,897-73.5% |
| Participation rate | 26.7% | 84.8%-58.2pp | 82.5%-55.8pp | 82.5%-55.8pp |
| Annual return | 10.29% | 64.34%-54.0pp | 71.41%-61.1pp | 345.43%-335.1pp |
| Employer contribution / active EE | $4,102 | $5,262-22.1% | $4,736-13.4% | $4,764-13.9% |
| Participant deferral / active EE | $10,105 | $7,111+42.1% | $6,710+50.6% | $5,851+72.7% |
| Admin fee / account holder | $679 | $12,125-94.4% | $10,264-93.4% | $11,599-94.1% |