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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 | $55,480 | $166,131-66.6% | $164,975-66.4% | $145,877-62.0% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.5pp |
| Annual return | 5.02% | 100.37%-95.3pp | 70.12%-65.1pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,597 | $5,276-69.7% | $4,343-63.2% | $4,663-65.7% |
| Participant deferral / active EE | $3,809 | $6,962-45.3% | $6,033-36.9% | $6,691-43.1% |
| Admin fee / account holder | $155,592 | $16,648+834.6% | $12,688+1126.3% | $13,402+1060.9% |