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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 | $35,755 | $178,174-79.9% | $156,181-77.1% | $137,256-74.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 6.43% | 84.19%-77.8pp | 64.87%-58.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $3,888 | $4,972-21.8% | $4,294-9.5% | $4,156-6.5% |
| Participant deferral / active EE | $6,912 | $6,888+0.3% | $6,132+12.7% | $6,407+7.9% |
| Admin fee / account holder | $163,043 | $17,404+836.8% | $14,586+1017.8% | $12,270+1228.8% |