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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 | $37,333 | $183,627-79.7% | $155,602-76.0% | $145,978-74.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.76% | 61.32%-56.6pp | 64.81%-60.0pp | 550.52%-545.8pp |
| Employer contribution / active EE | $1,044 | $5,316-80.4% | $4,675-77.7% | $4,662-77.6% |
| Participant deferral / active EE | $2,620 | $6,466-59.5% | $5,629-53.4% | $6,690-60.8% |
| Admin fee / account holder | $60,149 | $19,327+211.2% | $15,923+277.7% | $13,400+348.9% |