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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 | $35,903 | $148,623-75.8% | $135,974-73.6% | $139,466-74.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 9.88% | 79.30%-69.4pp | 68.30%-58.4pp | 373.66%-363.8pp |
| Employer contribution / active EE | $3,982 | $5,246-24.1% | $4,859-18.1% | $4,754-16.2% |
| Participant deferral / active EE | $4,932 | $8,103-39.1% | $7,760-36.4% | $6,712-26.5% |
| Admin fee / account holder | $1,535 | $12,406-87.6% | $10,767-85.7% | $11,409-86.5% |