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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 | $34,388 | $148,629-76.9% | $135,982-74.7% | $139,487-75.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 7.03% | 79.33%-72.3pp | 68.32%-61.3pp | 373.84%-366.8pp |
| Employer contribution / active EE | $6,410 | $5,247+22.2% | $4,859+31.9% | $4,755+34.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,863 | $12,406-68.9% | $10,767-64.1% | $11,407-66.1% |