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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 | $35,891 | $210,991-83.0% | $153,741-76.7% | $145,897-75.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.88% | 13.46%-5.6pp | 15.71%-7.8pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,260 | $6,057-62.7% | $5,042-55.2% | $4,663-51.5% |
| Participant deferral / active EE | $4,250 | $7,979-46.7% | $6,757-37.1% | $6,689-36.5% |
| Admin fee / account holder | $126,574 | $19,490+549.4% | $12,749+892.8% | $13,390+845.3% |