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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 | $41,912 | $154,228-72.8% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.15% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,271 | $4,804-11.1% | $4,554-6.2% | $4,156+2.8% |
| Participant deferral / active EE | $8,707 | $8,216+6.0% | $7,897+10.3% | $6,407+35.9% |
| Admin fee / account holder | $8,638 | $14,344-39.8% | $13,129-34.2% | $12,270-29.6% |