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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 | $40,504 | $182,442-77.8% | $163,379-75.2% | $138,895-70.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 9.69% | 72.74%-63.0pp | 63.41%-53.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $900 | $4,159-78.4% | $3,752-76.0% | $4,194-78.5% |
| Participant deferral / active EE | $1,400 | $6,817-79.5% | $6,282-77.7% | $6,396-78.1% |
| Admin fee / account holder | $6,051 | $10,396-41.8% | $9,818-38.4% | $12,562-51.8% |