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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 | $36,920 | $148,582-75.2% | $135,942-72.8% | $139,456-73.5% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 10.78% | 79.26%-68.5pp | 68.28%-57.5pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,556 | $8,101-43.8% | $7,759-41.3% | $6,711-32.1% |
| Admin fee / account holder | $71,070 | $12,402+473.0% | $10,764+560.2% | $11,407+523.0% |