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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 | $148,558-76.9% | $135,925-74.7% | $139,427-75.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 7.03% | 79.22%-72.2pp | 68.25%-61.2pp | 373.27%-366.2pp |
| Employer contribution / active EE | $6,410 | $5,244+22.2% | $4,857+32.0% | $4,752+34.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,863 | $12,401-68.9% | $10,764-64.1% | $11,404-66.1% |