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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 | $35,755 | $199,109-82.0% | $173,730-79.4% | $154,746-76.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 6.43% | 20.02%-13.6pp | 19.96%-13.5pp | 172.34%-165.9pp |
| Employer contribution / active EE | $3,888 | $5,311-26.8% | $4,577-15.1% | $4,379-11.2% |
| Participant deferral / active EE | $6,912 | $7,113-2.8% | $6,326+9.2% | $6,730+2.7% |
| Admin fee / account holder | $163,043 | $20,916+679.5% | $17,523+830.4% | $14,365+1035.0% |