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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 | $150,412-73.3% | $120,574-66.6% | $145,884-72.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 7.31% | 154.50%-147.2pp | 107.42%-100.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,767 | $4,355-59.4% | $3,471-49.1% | $4,662-62.1% |
| Participant deferral / active EE | $2,540 | $6,175-58.9% | $4,996-49.2% | $6,690-62.0% |
| Admin fee / account holder | $19,921 | $12,224+63.0% | $9,445+110.9% | $13,392+48.8% |