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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 | $38,788 | $114,119-66.0% | $107,187-63.8% | $138,895-72.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 10.42% | 273.21%-262.8pp | 204.55%-194.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $3,642 | $4,059-10.3% | $3,782-3.7% | $4,194-13.2% |
| Participant deferral / active EE | $6,015 | $5,538+8.6% | $5,096+18.0% | $6,396-6.0% |
| Admin fee / account holder | $5,084 | $10,024-49.3% | $9,162-44.5% | $12,562-59.5% |