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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 | $34,435 | $107,363-67.9% | $92,909-62.9% | $152,897-77.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 6.08% | 145.63%-139.5pp | 109.44%-103.4pp | 345.43%-339.3pp |
| Employer contribution / active EE | $3,737 | $4,222-11.5% | $3,653+2.3% | $4,764-21.5% |
| Participant deferral / active EE | $5,293 | $4,848+9.2% | $4,238+24.9% | $5,851-9.5% |
| Admin fee / account holder | $15,863 | $7,082+124.0% | $5,795+173.7% | $11,599+36.8% |