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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 | $34,634 | $148,629-76.7% | $135,982-74.5% | $139,487-75.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.94% | 79.33%-67.4pp | 68.32%-56.4pp | 373.84%-361.9pp |
| Employer contribution / active EE | $2,521 | $5,247-52.0% | $4,859-48.1% | $4,755-47.0% |
| Participant deferral / active EE | $2,521 | $8,102-68.9% | $7,760-67.5% | $6,713-62.5% |
| Admin fee / account holder | $35,316 | $12,406+184.7% | $10,767+228.0% | $11,407+209.6% |