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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 | $38,519 | $174,379-77.9% | $152,093-74.7% | $138,895-72.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 9.79% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,188 | $4,652-53.0% | $4,175-47.6% | $4,194-47.8% |
| Participant deferral / active EE | $8,562 | $6,159+39.0% | $5,451+57.1% | $6,396+33.9% |
| Admin fee / account holder | $37,807 | $16,880+124.0% | $14,497+160.8% | $12,562+201.0% |