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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 | $35,235 | $107,368-67.2% | $92,915-62.1% | $152,909-77.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 11.99% | 145.64%-133.7pp | 109.45%-97.5pp | 345.46%-333.5pp |
| Employer contribution / active EE | $2,108 | $4,222-50.1% | $3,653-42.3% | $4,764-55.8% |
| Participant deferral / active EE | $4,409 | $4,848-9.0% | $4,238+4.0% | $5,851-24.6% |
| Admin fee / account holder | $14,769 | $7,082+108.5% | $5,796+154.8% | $11,601+27.3% |