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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 | $34,686 | $148,623-76.7% | $135,974-74.5% | $139,466-75.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.83% | 79.30%-78.5pp | 68.30%-67.5pp | 373.66%-372.8pp |
| Employer contribution / active EE | $2,189 | $5,246-58.3% | $4,859-54.9% | $4,754-54.0% |
| Participant deferral / active EE | $2,736 | $8,103-66.2% | $7,760-64.7% | $6,712-59.2% |
| Admin fee / account holder | $2,124 | $12,406-82.9% | $10,767-80.3% | $11,409-81.4% |