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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 | $40,624 | $114,119-64.4% | $107,187-62.1% | $138,895-70.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 7.15% | 273.21%-266.1pp | 204.55%-197.4pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,496 | $4,059-63.2% | $3,782-60.5% | $4,194-64.3% |
| Participant deferral / active EE | $2,472 | $5,538-55.4% | $5,096-51.5% | $6,396-61.4% |
| Admin fee / account holder | $36,188 | $10,024+261.0% | $9,162+295.0% | $12,562+188.1% |