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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 | $35,005 | $100,970-65.3% | $96,576-63.8% | $137,256-74.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 2.58% | 38.16%-35.6pp | 38.47%-35.9pp | 220.34%-217.8pp |
| Employer contribution / active EE | $4,456 | $3,809+17.0% | $3,553+25.4% | $4,156+7.2% |
| Participant deferral / active EE | $4,456 | $8,286-46.2% | $7,956-44.0% | $6,407-30.5% |
| Admin fee / account holder | $78,811 | $11,312+596.7% | $11,381+592.5% | $12,270+542.3% |