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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 | $37,992 | $110,307-65.6% | $96,576-60.7% | $139,456-72.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 9.38% | 26.40%-17.0pp | 25.87%-16.5pp | 373.45%-364.1pp |
| Employer contribution / active EE | $2,464 | $3,619-31.9% | $2,965-16.9% | $4,753-48.2% |
| Participant deferral / active EE | $2,492 | $5,547-55.1% | $4,851-48.6% | $6,711-62.9% |
| Admin fee / account holder | $21,351 | $11,597+84.1% | $8,253+158.7% | $11,407+87.2% |