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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 | $39,440 | $183,516-78.5% | $155,534-74.6% | $145,884-73.0% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 6.75% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $6,544 | $5,315+23.1% | $4,675+40.0% | $4,662+40.4% |
| Participant deferral / active EE | $3,276 | $6,467-49.3% | $5,630-41.8% | $6,690-51.0% |
| Admin fee / account holder | $9,374 | $19,293-51.4% | $15,900-41.0% | $13,392-30.0% |