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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 | $49,194 | $178,174-72.4% | $156,181-68.5% | $137,256-64.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 3.68% | 84.19%-80.5pp | 64.87%-61.2pp | 220.34%-216.7pp |
| Employer contribution / active EE | $9,480 | $4,972+90.7% | $4,294+120.8% | $4,156+128.1% |
| Participant deferral / active EE | $15,500 | $6,888+125.0% | $6,132+152.8% | $6,407+141.9% |
| Admin fee / account holder | $201,457 | $17,404+1057.5% | $14,586+1281.2% | $12,270+1541.8% |