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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 | $40,219 | $150,346-73.2% | $120,524-66.6% | $145,877-72.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 7.31% | 154.40%-147.1pp | 107.36%-100.1pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,767 | $4,353-59.4% | $3,469-49.1% | $4,663-62.1% |
| Participant deferral / active EE | $2,540 | $6,172-58.9% | $4,994-49.1% | $6,691-62.0% |
| Admin fee / account holder | $19,921 | $12,215+63.1% | $9,440+111.0% | $13,402+48.6% |