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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 | $210,343-82.9% | $153,476-76.6% | $145,978-75.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.88% | 13.38%-5.5pp | 15.66%-7.8pp | 550.52%-542.6pp |
| Employer contribution / active EE | $2,260 | $6,047-62.6% | $5,038-55.1% | $4,662-51.5% |
| Participant deferral / active EE | $4,250 | $7,977-46.7% | $6,759-37.1% | $6,690-36.5% |
| Admin fee / account holder | $126,574 | $19,424+551.6% | $12,729+894.4% | $13,400+844.6% |