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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 | $78,388 | $157,296-50.2% | $141,191-44.5% | $152,897-48.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 12.48% | 64.34%-51.9pp | 71.41%-58.9pp | 345.43%-332.9pp |
| Employer contribution / active EE | $1,257 | $5,262-76.1% | $4,736-73.5% | $4,764-73.6% |
| Participant deferral / active EE | $4,532 | $7,111-36.3% | $6,710-32.5% | $5,851-22.5% |
| Admin fee / account holder | $62,534 | $12,125+415.8% | $10,264+509.3% | $11,599+439.1% |