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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 | $36,622 | $85,094-57.0% | $76,327-52.0% | $145,884-74.9% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.2%-29.2pp | 80.3%-30.3pp |
| Annual return | 9.62% | 13.13%-3.5pp | 13.79%-4.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,140 | $5,261-59.3% | $4,584-53.3% | $4,662-54.1% |
| Participant deferral / active EE | $4,336 | $6,390-32.1% | $5,478-20.9% | $6,690-35.2% |
| Admin fee / account holder | $662 | $5,773-88.5% | $5,139-87.1% | $13,392-95.1% |