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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 | $35,829 | $107,941-66.8% | $91,994-61.1% | $152,897-76.6% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 2.56% | 89.28%-86.7pp | 69.04%-66.5pp | 345.43%-342.9pp |
| Employer contribution / active EE | $2,038 | $4,212-51.6% | $3,453-41.0% | $4,764-57.2% |
| Participant deferral / active EE | $2,547 | $6,366-60.0% | $5,924-57.0% | $5,851-56.5% |
| Admin fee / account holder | $449 | $10,521-95.7% | $7,744-94.2% | $11,599-96.1% |