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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 | $39,342 | $84,149-53.2% | $76,080-48.3% | $167,536-76.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 79.4%-19.4pp | 82.1%-22.1pp |
| Annual return | 7.39% | 54.99%-47.6pp | 42.50%-35.1pp | 478.82%-471.4pp |
| Employer contribution / active EE | $1,860 | $4,618-59.7% | $3,962-53.1% | $4,839-61.6% |
| Participant deferral / active EE | $1,860 | $5,796-67.9% | $4,905-62.1% | $6,342-70.7% |
| Admin fee / account holder | $7,505 | $6,410+17.1% | $4,883+53.7% | $12,315-39.1% |