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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 | $71,170 | $125,778-43.4% | $114,563-37.9% | $154,746-54.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 3.33% | 295.14%-291.8pp | 241.09%-237.8pp | 172.34%-169.0pp |
| Employer contribution / active EE | $1,576 | $2,806-43.8% | $2,592-39.2% | $4,379-64.0% |
| Participant deferral / active EE | $3,558 | $4,445-19.9% | $4,142-14.1% | $6,730-47.1% |
| Admin fee / account holder | $51,642 | $8,190+530.5% | $7,623+577.4% | $14,365+259.5% |