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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 | $112,628 | $176,105-36.0% | $159,474-29.4% | $167,536-32.8% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 9.10% | 331.91%-322.8pp | 263.68%-254.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $1,650 | $5,299-68.9% | $4,831-65.9% | $4,839-65.9% |
| Participant deferral / active EE | $4,754 | $7,751-38.7% | $7,353-35.3% | $6,342-25.0% |
| Admin fee / account holder | $42,797 | $12,559+240.8% | $10,802+296.2% | $12,315+247.5% |