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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 | $46,782 | $72,071-35.1% | $68,368-31.6% | $137,256-65.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.40% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $12,135 | $2,788+335.3% | $2,649+358.1% | $4,156+192.0% |
| Participant deferral / active EE | $15,588 | $4,410+253.5% | $4,123+278.1% | $6,407+143.3% |
| Admin fee / account holder | $22,432 | $5,336+320.4% | $5,150+335.6% | $12,270+82.8% |