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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 | $97,289-64.0% | $92,805-62.3% | $155,188-77.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 2.58% | 29.03%-26.5pp | 31.59%-29.0pp | 148.84%-146.3pp |
| Employer contribution / active EE | $4,456 | $3,632+22.7% | $3,424+30.1% | $4,248+4.9% |
| Participant deferral / active EE | $4,456 | $8,795-49.3% | $8,448-47.3% | $6,531-31.8% |
| Admin fee / account holder | $78,811 | $12,015+556.0% | $10,911+622.3% | $14,480+444.3% |