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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 | $40,101 | $160,028-74.9% | $147,080-72.7% | $145,884-72.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.53% | 98.60%-90.1pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $4,691 | $5,286-11.3% | $4,933-4.9% | $4,662+0.6% |
| Participant deferral / active EE | $11,604 | $8,422+37.8% | $8,066+43.9% | $6,690+73.5% |
| Admin fee / account holder | $8,570 | $15,030-43.0% | $12,989-34.0% | $13,392-36.0% |